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BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameBACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN
Plan identification number 002

BACON COUNTY HOSPITAL DEFERRED ANNUITY 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(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.
  • 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

BACON COUNTY HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BACON COUNTY HEALTH SERVICES, INC.
Employer identification number (EIN):582224545
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BACON COUNTY HOSPITAL DEFERRED ANNUITY 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
0022017-01-01JOHN A. STARR
0022016-01-01JOHN A. STARR
0022016-01-01JOHN A. STARR
0022015-01-01JOHN A. STARR
0022014-01-01JOHN A. STARR KERRY HANCOCK2015-10-15
0022013-01-01JOHN A. STARR KERRY HANCOCK2014-10-14
0022012-01-01KERRY HANCOCK
0022011-01-01KERRY HANCOCK
0022010-01-01KERRY HANCOCK
0022009-01-01KERRY HANCOCK

Plan Statistics for BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN

401k plan membership statisitcs for BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN

Measure Date Value
2022: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01683
Total number of active participants reported on line 7a of the Form 55002022-01-01812
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01829
Number of participants with account balances2022-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01563
Total number of active participants reported on line 7a of the Form 55002021-01-01666
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01683
Number of participants with account balances2021-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01609
Total number of active participants reported on line 7a of the Form 55002020-01-01548
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01602
Number of participants with account balances2020-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01533
Total number of active participants reported on line 7a of the Form 55002019-01-01620
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01624
Number of participants with account balances2019-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01425
Total number of active participants reported on line 7a of the Form 55002018-01-01427
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01427
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01493
Total number of active participants reported on line 7a of the Form 55002017-01-01434
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01518
Number of participants with account balances2017-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01388
Total number of active participants reported on line 7a of the Form 55002016-01-01418
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01172
Total of all active and inactive participants2016-01-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01590
Number of participants with account balances2016-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01742
Total number of active participants reported on line 7a of the Form 55002015-01-01392
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01290
Total of all active and inactive participants2015-01-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01687
Number of participants with account balances2015-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01542
Total number of active participants reported on line 7a of the Form 55002014-01-01548
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01328
Total of all active and inactive participants2014-01-01876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01876
Number of participants with account balances2014-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01646
Total number of active participants reported on line 7a of the Form 55002013-01-01562
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01162
Total of all active and inactive participants2013-01-01724
Total participants2013-01-01724
Number of participants with account balances2013-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01333
Total number of active participants reported on line 7a of the Form 55002012-01-01335
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01337
Number of participants with account balances2012-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01321
Total number of active participants reported on line 7a of the Form 55002011-01-01327
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01333
Number of participants with account balances2011-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01329
Total number of active participants reported on line 7a of the Form 55002010-01-01312
Number of retired or separated participants receiving benefits2010-01-019
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01321
Number of participants with account balances2010-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01336
Total number of active participants reported on line 7a of the Form 55002009-01-01322
Number of retired or separated participants receiving benefits2009-01-017
Total of all active and inactive participants2009-01-01329
Total participants2009-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN

Measure Date Value
2022 : BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-803,699
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,027,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$942,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$988,714
Value of total assets at end of year2022-12-31$8,645,818
Value of total assets at beginning of year2022-12-31$10,476,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,230
Total interest from all sources2022-12-31$4,052
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$514,391
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$514,391
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$654,217
Participant contributions at end of year2022-12-31$3,771
Participant contributions at beginning of year2022-12-31$4,307
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$32,864
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,831,146
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,645,818
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,476,964
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$7,896,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,480,318
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$576,504
Interest on participant loans2022-12-31$4,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$745,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$415,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,310,856
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$301,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$942,217
Contract administrator fees2022-12-31$85,230
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DRAFFIN & TUCKER LLP
Accountancy firm EIN2022-12-31580914992
2021 : BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,431,105
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,461,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,325,051
Value of total corrective distributions2021-12-31$31,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,058,673
Value of total assets at end of year2021-12-31$10,476,964
Value of total assets at beginning of year2021-12-31$9,507,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$105,242
Total interest from all sources2021-12-31$4,480
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$451,711
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$451,711
Administrative expenses professional fees incurred2021-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$645,303
Participant contributions at end of year2021-12-31$4,307
Participant contributions at beginning of year2021-12-31$4,533
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$21,572
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$109,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$969,721
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,476,964
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,507,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,480,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,655,584
Value of interest in pooled separate accounts at end of year2021-12-31$576,504
Value of interest in pooled separate accounts at beginning of year2021-12-31$518,220
Interest earned on other investments2021-12-31$4,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$415,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$296,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$916,241
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$303,735
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$10,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,325,051
Contract administrator fees2021-12-31$105,242
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DRAFFIN & TUCKER LLP
Accountancy firm EIN2021-12-31580914992
2020 : BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,318,767
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$628,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$546,870
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$986,701
Value of total assets at end of year2020-12-31$9,507,243
Value of total assets at beginning of year2020-12-31$7,817,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$82,017
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$4,499
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$305,683
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$305,683
Administrative expenses professional fees incurred2020-12-31$0
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$656,961
Participant contributions at end of year2020-12-31$4,533
Participant contributions at beginning of year2020-12-31$5,103
Participant contributions at end of year2020-12-31$21,572
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,020
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,689,880
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,507,243
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,817,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,655,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,050,015
Value of interest in pooled separate accounts at end of year2020-12-31$518,220
Value of interest in pooled separate accounts at beginning of year2020-12-31$479,726
Interest on participant loans2020-12-31$4,499
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$296,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$282,519
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$955,857
Net investment gain/loss from pooled separate accounts2020-12-31$66,027
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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$317,720
Employer contributions (assets) at end of year2020-12-31$10,792
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$546,870
Contract administrator fees2020-12-31$82,017
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DRAFFIN & TUCKER LLP
Accountancy firm EIN2020-12-31580914992
2019 : BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,215,526
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,138,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,095,262
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$778,654
Value of total assets at end of year2019-12-31$7,817,363
Value of total assets at beginning of year2019-12-31$6,740,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,618
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$5,563
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$218,014
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$218,014
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$537,542
Participant contributions at end of year2019-12-31$5,103
Participant contributions at beginning of year2019-12-31$5,672
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$1,076,646
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,817,363
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,740,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,050,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$479,726
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,909,750
Interest on participant loans2019-12-31$5,563
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$282,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$825,295
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,213,295
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$241,112
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,095,262
Contract administrator fees2019-12-31$43,618
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DRAFFIN & TUCKER LLP
Accountancy firm EIN2019-12-31580914992
2018 : BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$258,601
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$677,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$665,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$767,233
Value of total assets at end of year2018-12-31$6,740,717
Value of total assets at beginning of year2018-12-31$7,159,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,522
Total interest from all sources2018-12-31$5,572
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,718
Administrative expenses professional fees incurred2018-12-31$12,522
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$501,022
Participant contributions at end of year2018-12-31$5,672
Participant contributions at beginning of year2018-12-31$5,685
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,019
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$5,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-419,139
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,740,717
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,159,856
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 pooled separate accounts at end of year2018-12-31$5,909,750
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,274,843
Interest on participant loans2018-12-31$5,572
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$825,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$879,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-523,922
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$257,192
Income. Dividends from preferred stock2018-12-31$9,718
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$659,818
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 name2018-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2018-12-31580914992
2017 : BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,462,044
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$383,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$367,331
Expenses. Certain deemed distributions of participant loans2017-12-31$161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$641,622
Value of total assets at end of year2017-12-31$7,159,856
Value of total assets at beginning of year2017-12-31$6,081,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,506
Total interest from all sources2017-12-31$171
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$15,883
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$15,883
Administrative expenses professional fees incurred2017-12-31$16,506
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$452,246
Participant contributions at end of year2017-12-31$5,685
Participant contributions at beginning of year2017-12-31$9,524
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,078,046
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,159,856
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,081,810
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 pooled separate accounts at end of year2017-12-31$6,274,843
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,038,195
Interest on participant loans2017-12-31$171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$879,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,034,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$804,368
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$172,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$367,331
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 name2017-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2017-12-31580914992
2016 : BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$-96,000
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$962,497
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$488,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$464,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$595,938
Value of total assets at end of year2016-12-31$6,081,810
Value of total assets at beginning of year2016-12-31$5,703,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,985
Total interest from all sources2016-12-31$19,161
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,198
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,198
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$396,529
Participant contributions at end of year2016-12-31$9,524
Participant contributions at beginning of year2016-12-31$141,067
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$-96,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$474,108
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,177,810
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,703,702
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 pooled separate accounts at end of year2016-12-31$5,038,195
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,512,270
Interest on participant loans2016-12-31$6,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$13,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,034,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,042,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$250,200
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$190,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$464,404
Contract administrator fees2016-12-31$23,985
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 name2016-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2016-12-31580914992
2015 : BACON COUNTY HOSPITAL DEFERRED ANNUITY 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$448,908
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$303,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$280,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$539,730
Value of total assets at end of year2015-12-31$5,703,702
Value of total assets at beginning of year2015-12-31$5,558,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,092
Total interest from all sources2015-12-31$23,691
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$-114,513
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$-114,513
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$345,900
Participant contributions at end of year2015-12-31$141,067
Participant contributions at beginning of year2015-12-31$157,459
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$145,210
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,703,702
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,558,492
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$4,512,270
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,343,482
Income. Interest from loans (other than to participants)2015-12-31$6,835
Interest earned on other investments2015-12-31$16,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,042,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,057,551
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$193,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$280,606
Contract administrator fees2015-12-31$23,092
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 name2015-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2015-12-31580914992
2014 : BACON COUNTY HOSPITAL DEFERRED ANNUITY 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$34,163
Total income from all sources (including contributions)2014-12-31$841,016
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$239,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$191,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$596,606
Value of total assets at end of year2014-12-31$5,558,492
Value of total assets at beginning of year2014-12-31$4,991,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,870
Total interest from all sources2014-12-31$31,036
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$213,374
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$213,374
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$377,727
Participant contributions at end of year2014-12-31$157,459
Participant contributions at beginning of year2014-12-31$226,818
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$12,292
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$91,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$34,163
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$601,562
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,558,492
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,956,930
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,595,232
Value of interest in pooled separate accounts at end of year2014-12-31$4,343,482
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$8,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$22,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,057,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,156,751
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$127,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$191,584
Contract administrator fees2014-12-31$47,870
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 : BACON COUNTY HOSPITAL DEFERRED ANNUITY 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$34,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$34,163
Total income from all sources (including contributions)2013-12-31$1,048,587
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$501,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$454,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$465,822
Value of total assets at end of year2013-12-31$4,991,093
Value of total assets at beginning of year2013-12-31$4,444,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$47,451
Total interest from all sources2013-12-31$9,137
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$285,772
Assets. Other investments not covered elsewhere at end of year2013-12-31$12,292
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$22,371
Assets. Loans (other than to participants) at end of year2013-12-31$226,818
Assets. Loans (other than to participants) at beginning of year2013-12-31$194,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$34,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$34,163
Other income not declared elsewhere2013-12-31$36,779
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$546,861
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,956,930
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,410,069
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$3,595,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,695,734
Interest on participant loans2013-12-31$9,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,156,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,554,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$536,849
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$157,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$454,275
Contract administrator fees2013-12-31$47,451
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 : BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$34,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$24,188
Total income from all sources (including contributions)2012-12-31$759,106
Total of all expenses incurred2012-12-31$455,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$439,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$351,952
Value of total assets at end of year2012-12-31$4,444,232
Value of total assets at beginning of year2012-12-31$4,130,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,152
Total interest from all sources2012-12-31$58,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
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$226,533
Participant contributions at end of year2012-12-31$194,465
Participant contributions at beginning of year2012-12-31$197,204
Participant contributions at beginning of year2012-12-31$9,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$34,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$24,188
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$303,445
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,410,069
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,106,624
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$2,695,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,241,058
Interest on participant loans2012-12-31$6,105
Interest earned on other investments2012-12-31$52,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,554,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,678,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$348,428
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$125,419
Employer contributions (assets) at beginning of year2012-12-31$5,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$439,509
Contract administrator fees2012-12-31$16,152
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 : BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$24,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,409
Total income from all sources (including contributions)2011-12-31$363,488
Total of all expenses incurred2011-12-31$139,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$125,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$406,633
Value of total assets at end of year2011-12-31$4,130,812
Value of total assets at beginning of year2011-12-31$3,893,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,814
Total interest from all sources2011-12-31$61,142
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 bond2011-12-31No
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$211,800
Participant contributions at end of year2011-12-31$197,204
Participant contributions at beginning of year2011-12-31$181,432
Participant contributions at end of year2011-12-31$9,176
Participant contributions at beginning of year2011-12-31$8,905
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$67,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$24,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$11,409
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$224,350
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,106,624
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,882,274
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$2,241,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,137,526
Income. Interest from loans (other than to participants)2011-12-31$8,699
Interest earned on other investments2011-12-31$52,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,678,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,560,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-104,287
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$127,558
Employer contributions (assets) at end of year2011-12-31$5,342
Employer contributions (assets) at beginning of year2011-12-31$5,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$125,324
Contract administrator fees2011-12-31$13,814
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 EIN2011-12-31580914992
2010 : BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,835
Total income from all sources (including contributions)2010-12-31$667,409
Total of all expenses incurred2010-12-31$254,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$248,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$322,306
Value of total assets at end of year2010-12-31$3,893,683
Value of total assets at beginning of year2010-12-31$3,473,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,825
Total interest from all sources2010-12-31$58,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
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$204,860
Participant contributions at end of year2010-12-31$181,432
Participant contributions at beginning of year2010-12-31$155,364
Participant contributions at end of year2010-12-31$8,905
Participant contributions at beginning of year2010-12-31$8,422
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$11,409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,835
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$412,656
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,882,274
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,469,618
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$2,137,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,821,319
Income. Interest from loans (other than to participants)2010-12-31$8,013
Interest earned on other investments2010-12-31$50,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,560,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,483,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$286,818
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$111,733
Employer contributions (assets) at end of year2010-12-31$5,016
Employer contributions (assets) at beginning of year2010-12-31$4,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$248,928
Contract administrator fees2010-12-31$5,825
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 EIN2010-12-31580914992
2009 : BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$3,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total income from all sources (including contributions)2009-12-31$802,442
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$284,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$279,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$330,479
Value of total assets at end of year2009-12-31$3,473,453
Value of total assets at beginning of year2009-12-31$2,952,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$5,476
Total interest from all sources2009-12-31$56,998
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Was this plan covered by a fidelity bond2009-12-31No
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$209,736
Participant contributions at end of year2009-12-31$155,364
Participant contributions at beginning of year2009-12-31$135,854
Participant contributions at end of year2009-12-31$8,422
Participant contributions at beginning of year2009-12-31$8,855
Income. Received or receivable in cash from other sources (including rollovers)2009-12-31$3,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2009-12-31$3,835
Administrative expenses (other) incurred2009-12-31$5,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$517,480
Value of net assets at end of year (total assets less liabilities)2009-12-31$3,469,618
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$2,952,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$1,821,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$1,328,341
Interest earned on other investments2009-12-31$56,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$1,483,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$1,474,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$414,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$117,742
Employer contributions (assets) at end of year2009-12-31$4,957
Employer contributions (assets) at beginning of year2009-12-31$4,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$279,486
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32009-12-31No
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2009-12-31580914992

Form 5500 Responses for BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN

2022: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BACON COUNTY HOSPITAL DEFERRED ANNUITY 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: BACON COUNTY HOSPITAL DEFERRED ANNUITY 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: BACON COUNTY HOSPITAL DEFERRED ANNUITY 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: BACON COUNTY HOSPITAL DEFERRED ANNUITY 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: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BACON COUNTY HOSPITAL DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered829
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $154
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees154
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered666
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $46
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees46
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered602
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55670
Policy instance 2
Insurance contract or identification number55670
Number of Individuals Covered602
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $130
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?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
Commission paid to Insurance BrokerUSD $119
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEES AND COMMISSIONS
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55670
Policy instance 2
Insurance contract or identification number55670
Number of Individuals Covered46
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $231
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?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
Commission paid to Insurance BrokerUSD $211
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered624
Insurance policy start date2019-09-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-753375
Policy instance 3
Insurance contract or identification numberGA-753375
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-09-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55670
Policy instance 1
Insurance contract or identification number55670
Number of Individuals Covered51
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $288
Total amount of fees paid to insurance companyUSD $26
Are there contracts with allocated funds for individual policies?1
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $262
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameJAMES L STORY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number753375
Policy instance 2
Insurance contract or identification number753375
Number of Individuals Covered51
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $288
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VARIABLE ANNUITY
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees288
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameEDWARD D. JONES & CO. LP
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55670
Policy instance 1
Insurance contract or identification number55670
Number of Individuals Covered192
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $295
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $268
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameJAMES L STORY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number753375
Policy instance 2
Insurance contract or identification number753375
Number of Individuals Covered398
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $21,034
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?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VARIABLE ANNUITY
Commission paid to Insurance BrokerUSD $21,034
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameEDWARD D. JONES & CO. LP
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number753375
Policy instance 2
Insurance contract or identification number753375
Number of Individuals Covered443
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,434
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,434
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameEDWARD D. JONES & CO. LP
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55670
Policy instance 1
Insurance contract or identification number55670
Number of Individuals Covered203
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $375
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $348
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameJAMES L STORY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-753375
Policy instance 2
Insurance contract or identification numberGA-753375
Number of Individuals Covered198
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $24,118
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,118
Insurance broker organization code?3
Insurance broker nameEDWARD D. JONES & CO.
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55670
Policy instance 1
Insurance contract or identification number55670
Number of Individuals Covered224
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,384
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $613
Insurance broker organization code?3
Insurance broker nameAMELIA POPPELL
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55670
Policy instance 1
Insurance contract or identification number55670
Number of Individuals Covered337
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,854
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,037
Insurance broker organization code?3
Insurance broker nameJONES, RALPH E
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number55670
Policy instance 1
Insurance contract or identification number55670
Number of Individuals Covered333
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,119
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 number55670
Policy instance 1
Insurance contract or identification number55670
Number of Individuals Covered321
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,713
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 number55670
Policy instance 1
Insurance contract or identification number55670
Number of Individuals Covered329
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $3,878
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22
Insurance broker organization code?3
Insurance broker nameRUSSELL, JOHN H

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