401k Plan data: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST plan

UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 401k Plan overview

Plan Name	UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST
Plan identification number	001

UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

UNION GENERAL HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNION GENERAL HOSPITAL, INC.

Employer identification number (EIN): 586025393

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 NICK TOWNSEND 2020-10-15 NICK TOWNSEND 2020-10-15
001 2018-01-01 NICK TOWNSEND 2019-10-15 NICK TOWNSEND 2019-10-15
001 2017-01-01
001 2016-01-01
001 2016-01-01 NICK TOWNSEND 2018-02-14
001 2015-05-01
001 2014-05-01 NICK TOWNSEND
001 2013-05-01
001 2012-05-01
001 2011-05-01
001 2010-05-01
001 2009-05-01

Plan Statistics for UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST

401k plan membership statisitcs for UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST

Measure Date Value
2019: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,376
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,419
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 313
Total of all active and inactive participants 2019-01-01 1,732
Total participants 2019-01-01 1,732
Number of participants with account balances 2019-01-01 1,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 21
2018: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,093
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,053
Total of all active and inactive participants 2018-01-01 1,053
Total participants 2018-01-01 1,053
2017: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,389
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,213
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 303
Total of all active and inactive participants 2017-01-01 1,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,516
Number of participants with account balances 2017-01-01 681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,301
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,126
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 258
Total of all active and inactive participants 2016-01-01 1,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,384
Number of participants with account balances 2016-01-01 633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 11
2015: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-05-01 1,173
Total number of active participants reported on line 7a of the Form 5500 2015-05-01 1,090
Number of retired or separated participants receiving benefits 2015-05-01 0
Number of other retired or separated participants entitled to future benefits 2015-05-01 206
Total of all active and inactive participants 2015-05-01 1,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-05-01 0
Total participants 2015-05-01 1,296
Number of participants with account balances 2015-05-01 572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-05-01 14
2014: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-05-01 1,073
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 1,012
Number of retired or separated participants receiving benefits 2014-05-01 0
Number of other retired or separated participants entitled to future benefits 2014-05-01 154
Total of all active and inactive participants 2014-05-01 1,166
Total participants 2014-05-01 1,166
Number of participants with account balances 2014-05-01 503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-05-01 12
2013: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-05-01 974
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 977
Number of retired or separated participants receiving benefits 2013-05-01 0
Number of other retired or separated participants entitled to future benefits 2013-05-01 78
Total of all active and inactive participants 2013-05-01 1,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-05-01 0
Total participants 2013-05-01 1,055
Number of participants with account balances 2013-05-01 300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-05-01 2
2012: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-05-01 974
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 920
Number of retired or separated participants receiving benefits 2012-05-01 0
Number of other retired or separated participants entitled to future benefits 2012-05-01 47
Total of all active and inactive participants 2012-05-01 967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-05-01 0
Total participants 2012-05-01 967
Number of participants with account balances 2012-05-01 306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-05-01 3
2011: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-05-01 962
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 942
Number of retired or separated participants receiving benefits 2011-05-01 0
Number of other retired or separated participants entitled to future benefits 2011-05-01 26
Total of all active and inactive participants 2011-05-01 968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-05-01 0
Total participants 2011-05-01 968
Number of participants with account balances 2011-05-01 271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-01 1
2010: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-05-01 910
Total number of active participants reported on line 7a of the Form 5500 2010-05-01 899
Number of retired or separated participants receiving benefits 2010-05-01 0
Number of other retired or separated participants entitled to future benefits 2010-05-01 11
Total of all active and inactive participants 2010-05-01 910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-05-01 0
Total participants 2010-05-01 910
Number of participants with account balances 2010-05-01 225
2009: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-05-01 870
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 899
Number of retired or separated participants receiving benefits 2009-05-01 0
Number of other retired or separated participants entitled to future benefits 2009-05-01 0
Total of all active and inactive participants 2009-05-01 899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-05-01 0
Total participants 2009-05-01 899
Number of participants with account balances 2009-05-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-05-01 0

Measure	Date	Value
2019: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,376
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,419
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	313
Total of all active and inactive participants	2019-01-01	1,732
Total participants	2019-01-01	1,732
Number of participants with account balances	2019-01-01	1,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	21
2018: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,093
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,053
Total of all active and inactive participants	2018-01-01	1,053
Total participants	2018-01-01	1,053
2017: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,389
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,213
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	303
Total of all active and inactive participants	2017-01-01	1,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,516
Number of participants with account balances	2017-01-01	681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,301
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,126
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	258
Total of all active and inactive participants	2016-01-01	1,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,384
Number of participants with account balances	2016-01-01	633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	11
2015: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-05-01	1,173
Total number of active participants reported on line 7a of the Form 5500	2015-05-01	1,090
Number of retired or separated participants receiving benefits	2015-05-01	0
Number of other retired or separated participants entitled to future benefits	2015-05-01	206
Total of all active and inactive participants	2015-05-01	1,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-05-01	0
Total participants	2015-05-01	1,296
Number of participants with account balances	2015-05-01	572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-05-01	14
2014: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-05-01	1,073
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	1,012
Number of retired or separated participants receiving benefits	2014-05-01	0
Number of other retired or separated participants entitled to future benefits	2014-05-01	154
Total of all active and inactive participants	2014-05-01	1,166
Total participants	2014-05-01	1,166
Number of participants with account balances	2014-05-01	503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-05-01	12
2013: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-05-01	974
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	977
Number of retired or separated participants receiving benefits	2013-05-01	0
Number of other retired or separated participants entitled to future benefits	2013-05-01	78
Total of all active and inactive participants	2013-05-01	1,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-05-01	0
Total participants	2013-05-01	1,055
Number of participants with account balances	2013-05-01	300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-05-01	2
2012: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-05-01	974
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	920
Number of retired or separated participants receiving benefits	2012-05-01	0
Number of other retired or separated participants entitled to future benefits	2012-05-01	47
Total of all active and inactive participants	2012-05-01	967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-05-01	0
Total participants	2012-05-01	967
Number of participants with account balances	2012-05-01	306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-05-01	3
2011: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-05-01	962
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	942
Number of retired or separated participants receiving benefits	2011-05-01	0
Number of other retired or separated participants entitled to future benefits	2011-05-01	26
Total of all active and inactive participants	2011-05-01	968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-05-01	0
Total participants	2011-05-01	968
Number of participants with account balances	2011-05-01	271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-01	1
2010: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-05-01	910
Total number of active participants reported on line 7a of the Form 5500	2010-05-01	899
Number of retired or separated participants receiving benefits	2010-05-01	0
Number of other retired or separated participants entitled to future benefits	2010-05-01	11
Total of all active and inactive participants	2010-05-01	910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-05-01	0
Total participants	2010-05-01	910
Number of participants with account balances	2010-05-01	225
2009: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-05-01	870
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	899
Number of retired or separated participants receiving benefits	2009-05-01	0
Number of other retired or separated participants entitled to future benefits	2009-05-01	0
Total of all active and inactive participants	2009-05-01	899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-05-01	0
Total participants	2009-05-01	899
Number of participants with account balances	2009-05-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-05-01	0

Financial Data on UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST

Measure	Date	Value
2019 : UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$4,248,544
Total income from all sources (including contributions)	2019-12-31	$4,248,544
Total of all expenses incurred	2019-12-31	$1,479,870
Total of all expenses incurred	2019-12-31	$1,479,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,477,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,477,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,350,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,350,064
Value of total assets at end of year	2019-12-31	$19,598,691
Value of total assets at end of year	2019-12-31	$19,598,691
Value of total assets at beginning of year	2019-12-31	$16,830,017
Value of total assets at beginning of year	2019-12-31	$16,830,017
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,100
Total interest from all sources	2019-12-31	$250,882
Total interest from all sources	2019-12-31	$250,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,196,092
Contributions received from participants	2019-12-31	$1,196,092
Participant contributions at end of year	2019-12-31	$369,890
Participant contributions at end of year	2019-12-31	$369,890
Participant contributions at beginning of year	2019-12-31	$352,273
Participant contributions at beginning of year	2019-12-31	$352,273
Participant contributions at end of year	2019-12-31	$50,435
Participant contributions at end of year	2019-12-31	$50,435
Participant contributions at beginning of year	2019-12-31	$44,707
Participant contributions at beginning of year	2019-12-31	$44,707
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$452,717
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$452,717
Administrative expenses (other) incurred	2019-12-31	$2,100
Administrative expenses (other) incurred	2019-12-31	$2,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,768,674
Value of net income/loss	2019-12-31	$2,768,674
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,598,691
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,598,691
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,830,017
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,830,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,870,896
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,870,896
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$7,133,385
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$7,133,385
Interest on participant loans	2019-12-31	$2,301
Interest on participant loans	2019-12-31	$2,301
Interest earned on other investments	2019-12-31	$248,581
Interest earned on other investments	2019-12-31	$248,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$9,287,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$9,287,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$9,277,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$9,277,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,647,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,647,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$701,255
Contributions received in cash from employer	2019-12-31	$701,255
Employer contributions (assets) at end of year	2019-12-31	$19,779
Employer contributions (assets) at end of year	2019-12-31	$19,779
Employer contributions (assets) at beginning of year	2019-12-31	$22,336
Employer contributions (assets) at beginning of year	2019-12-31	$22,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,477,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,477,770
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DRAFFIN-TUCKER
Accountancy firm name	2019-12-31	DRAFFIN-TUCKER
Accountancy firm EIN	2019-12-31	580914992
Accountancy firm EIN	2019-12-31	580914992
2018 : UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,886,885
Total of all expenses incurred	2018-12-31	$1,552,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,549,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,259,692
Value of total assets at end of year	2018-12-31	$16,830,017
Value of total assets at beginning of year	2018-12-31	$16,495,186
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,517
Total interest from all sources	2018-12-31	$222,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,044,295
Participant contributions at end of year	2018-12-31	$352,273
Participant contributions at beginning of year	2018-12-31	$470,923
Participant contributions at end of year	2018-12-31	$44,707
Participant contributions at beginning of year	2018-12-31	$64,504
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$639,052
Administrative expenses (other) incurred	2018-12-31	$2,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$334,831
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,830,017
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$16,495,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$7,133,385
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$6,507,305
Interest on participant loans	2018-12-31	$14,093
Interest earned on other investments	2018-12-31	$208,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$9,277,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$9,307,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-595,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$576,345
Employer contributions (assets) at end of year	2018-12-31	$22,336
Employer contributions (assets) at beginning of year	2018-12-31	$144,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,549,537
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DRAFFIN-TUCKER
Accountancy firm EIN	2018-12-31	580914992
2017 : UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,791,012
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,052,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,050,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,745,761
Value of total assets at end of year	2017-12-31	$16,495,186
Value of total assets at beginning of year	2017-12-31	$14,757,161
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,223
Total interest from all sources	2017-12-31	$259,129
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$778,560
Participant contributions at end of year	2017-12-31	$470,923
Participant contributions at beginning of year	2017-12-31	$496,414
Participant contributions at end of year	2017-12-31	$64,504
Participant contributions at beginning of year	2017-12-31	$31,033
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$478,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,738,025
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$16,495,186
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$14,757,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,507,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,919,918
Interest earned on other investments	2017-12-31	$259,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$9,307,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$9,293,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$786,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$489,199
Employer contributions (assets) at end of year	2017-12-31	$144,924
Employer contributions (assets) at beginning of year	2017-12-31	$16,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,050,764
Contract administrator fees	2017-12-31	$2,223
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	FORRESTALL CPAS, LLC
Accountancy firm EIN	2017-12-31	582412540
2016 : UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,597,475
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,476,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,472,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,124,942
Value of total assets at end of year	2016-12-31	$14,757,161
Value of total assets at beginning of year	2016-12-31	$14,636,003
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,663
Total interest from all sources	2016-12-31	$241,478
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$685,035
Participant contributions at end of year	2016-12-31	$496,414
Participant contributions at beginning of year	2016-12-31	$504,766
Participant contributions at end of year	2016-12-31	$31,033
Participant contributions at beginning of year	2016-12-31	$28,084
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$107,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$121,158
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$14,757,161
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,636,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,919,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,513,587
Interest earned on other investments	2016-12-31	$241,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$9,293,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$9,355,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$231,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$331,909
Employer contributions (assets) at end of year	2016-12-31	$16,252
Employer contributions (assets) at beginning of year	2016-12-31	$233,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,472,654
Contract administrator fees	2016-12-31	$3,663
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	FORRESTALL CPAS, LLC
Accountancy firm EIN	2016-12-31	582412540
2015 : UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$873,467
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$669,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$669,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$877,421
Value of total assets at end of year	2015-12-31	$14,636,003
Value of total assets at beginning of year	2015-12-31	$14,432,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$219
Total interest from all sources	2015-12-31	$189,361
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$485,549
Participant contributions at end of year	2015-12-31	$504,766
Participant contributions at beginning of year	2015-12-31	$515,807
Participant contributions at end of year	2015-12-31	$28,084
Participant contributions at beginning of year	2015-12-31	$6,341
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$151,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$203,711
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,636,003
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$14,432,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,513,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,657,484
Interest earned on other investments	2015-12-31	$189,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$9,355,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$8,948,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-193,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$240,745
Employer contributions (assets) at end of year	2015-12-31	$233,885
Employer contributions (assets) at beginning of year	2015-12-31	$304,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$669,537
Contract administrator fees	2015-12-31	$219
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	FORRESTALL CPAS, LLC
Accountancy firm EIN	2015-12-31	582412540
Total unrealized appreciation/depreciation of assets	2015-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-04-30	$0
Total income from all sources (including contributions)	2015-04-30	$1,664,933
Total loss/gain on sale of assets	2015-04-30	$0
Total of all expenses incurred	2015-04-30	$1,030,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-04-30	$1,027,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-04-30	$945,621
Value of total assets at end of year	2015-04-30	$14,432,292
Value of total assets at beginning of year	2015-04-30	$13,798,140
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-04-30	$2,858
Total interest from all sources	2015-04-30	$264,377
Total dividends received (eg from common stock, registered investment company shares)	2015-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-04-30	No
Was this plan covered by a fidelity bond	2015-04-30	Yes
Value of fidelity bond cover	2015-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-04-30	No
Contributions received from participants	2015-04-30	$567,445
Participant contributions at end of year	2015-04-30	$515,807
Participant contributions at beginning of year	2015-04-30	$476,757
Participant contributions at end of year	2015-04-30	$6,341
Participant contributions at beginning of year	2015-04-30	$6,259
Income. Received or receivable in cash from other sources (including rollovers)	2015-04-30	$83,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-04-30	No
Value of net income/loss	2015-04-30	$634,152
Value of net assets at end of year (total assets less liabilities)	2015-04-30	$14,432,292
Value of net assets at beginning of year (total assets less liabilities)	2015-04-30	$13,798,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-04-30	No
Were any leases to which the plan was party in default or uncollectible	2015-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-04-30	$4,657,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-04-30	$4,046,310
Interest earned on other investments	2015-04-30	$264,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-04-30	$8,948,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-04-30	$8,962,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-04-30	$454,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-04-30	No
Was there a failure to transmit to the plan any participant contributions	2015-04-30	No
Has the plan failed to provide any benefit when due under the plan	2015-04-30	No
Contributions received in cash from employer	2015-04-30	$294,256
Employer contributions (assets) at end of year	2015-04-30	$304,571
Employer contributions (assets) at beginning of year	2015-04-30	$306,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-04-30	$1,027,923
Contract administrator fees	2015-04-30	$2,858
Did the plan have assets held for investment	2015-04-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-04-30	Disclaimer
Accountancy firm name	2015-04-30	FORRESTALL CPAS, LLC
Accountancy firm EIN	2015-04-30	582412540
2014 : UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-04-30	$0
Total income from all sources (including contributions)	2014-04-30	$1,694,999
Total loss/gain on sale of assets	2014-04-30	$0
Total of all expenses incurred	2014-04-30	$848,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-04-30	$845,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-04-30	$948,392
Value of total assets at end of year	2014-04-30	$13,798,140
Value of total assets at beginning of year	2014-04-30	$12,951,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-04-30	$2,469
Total interest from all sources	2014-04-30	$220,487
Total dividends received (eg from common stock, registered investment company shares)	2014-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-04-30	No
Was this plan covered by a fidelity bond	2014-04-30	Yes
Value of fidelity bond cover	2014-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-04-30	No
Contributions received from participants	2014-04-30	$554,476
Participant contributions at end of year	2014-04-30	$476,757
Participant contributions at beginning of year	2014-04-30	$480,452
Participant contributions at end of year	2014-04-30	$6,259
Participant contributions at beginning of year	2014-04-30	$11,926
Income. Received or receivable in cash from other sources (including rollovers)	2014-04-30	$82,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-04-30	No
Value of net income/loss	2014-04-30	$846,885
Value of net assets at end of year (total assets less liabilities)	2014-04-30	$13,798,140
Value of net assets at beginning of year (total assets less liabilities)	2014-04-30	$12,951,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-04-30	No
Were any leases to which the plan was party in default or uncollectible	2014-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-04-30	$4,046,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-04-30	$3,563,407
Interest earned on other investments	2014-04-30	$220,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-04-30	$8,962,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-04-30	$8,789,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-04-30	$526,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-04-30	No
Was there a failure to transmit to the plan any participant contributions	2014-04-30	No
Has the plan failed to provide any benefit when due under the plan	2014-04-30	No
Contributions received in cash from employer	2014-04-30	$310,921
Employer contributions (assets) at end of year	2014-04-30	$306,358
Employer contributions (assets) at beginning of year	2014-04-30	$106,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-04-30	$845,645
Contract administrator fees	2014-04-30	$2,469
Did the plan have assets held for investment	2014-04-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-04-30	Disclaimer
Accountancy firm name	2014-04-30	FORRESTALL CPAS, LLC
Accountancy firm EIN	2014-04-30	582412540
2013 : UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-04-30	$0
Total income from all sources (including contributions)	2013-04-30	$1,691,489
Total loss/gain on sale of assets	2013-04-30	$0
Total of all expenses incurred	2013-04-30	$613,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-04-30	$608,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-04-30	$1,058,691
Value of total assets at end of year	2013-04-30	$12,951,255
Value of total assets at beginning of year	2013-04-30	$11,872,970
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-04-30	$4,935
Total interest from all sources	2013-04-30	$262,798
Total dividends received (eg from common stock, registered investment company shares)	2013-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-04-30	No
Was this plan covered by a fidelity bond	2013-04-30	Yes
Value of fidelity bond cover	2013-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-04-30	No
Contributions received from participants	2013-04-30	$581,675
Participant contributions at end of year	2013-04-30	$480,452
Participant contributions at beginning of year	2013-04-30	$440,249
Participant contributions at end of year	2013-04-30	$11,926
Participant contributions at beginning of year	2013-04-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-04-30	$70,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-04-30	No
Value of net income/loss	2013-04-30	$1,078,285
Value of net assets at end of year (total assets less liabilities)	2013-04-30	$12,951,255
Value of net assets at beginning of year (total assets less liabilities)	2013-04-30	$11,872,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-04-30	No
Were any leases to which the plan was party in default or uncollectible	2013-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-04-30	$3,563,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-04-30	$7,502,400
Interest earned on other investments	2013-04-30	$262,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-04-30	$8,789,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-04-30	$3,930,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-04-30	$370,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-04-30	No
Was there a failure to transmit to the plan any participant contributions	2013-04-30	No
Has the plan failed to provide any benefit when due under the plan	2013-04-30	No
Contributions received in cash from employer	2013-04-30	$406,740
Employer contributions (assets) at end of year	2013-04-30	$106,073
Employer contributions (assets) at beginning of year	2013-04-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-04-30	$608,269
Contract administrator fees	2013-04-30	$4,935
Did the plan have assets held for investment	2013-04-30	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-04-30	Disclaimer
Accountancy firm name	2013-04-30	FORRESTALL CPAS, LLC
Accountancy firm EIN	2013-04-30	582412540
2012 : UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-04-30	$0
Total income from all sources (including contributions)	2012-04-30	$1,249,936
Total loss/gain on sale of assets	2012-04-30	$0
Total of all expenses incurred	2012-04-30	$528,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-04-30	$527,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-04-30	$971,816
Value of total assets at end of year	2012-04-30	$11,872,970
Value of total assets at beginning of year	2012-04-30	$11,151,091
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-04-30	$966
Total interest from all sources	2012-04-30	$276,319
Total dividends received (eg from common stock, registered investment company shares)	2012-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-04-30	No
Was this plan covered by a fidelity bond	2012-04-30	Yes
Value of fidelity bond cover	2012-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-04-30	No
Contributions received from participants	2012-04-30	$582,026
Participant contributions at end of year	2012-04-30	$440,249
Participant contributions at beginning of year	2012-04-30	$457,098
Income. Received or receivable in cash from other sources (including rollovers)	2012-04-30	$114,334
Other income not declared elsewhere	2012-04-30	$-2,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-04-30	No
Value of net income/loss	2012-04-30	$721,879
Value of net assets at end of year (total assets less liabilities)	2012-04-30	$11,872,970
Value of net assets at beginning of year (total assets less liabilities)	2012-04-30	$11,151,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-04-30	No
Were any leases to which the plan was party in default or uncollectible	2012-04-30	No
Value of interest in pooled separate accounts at end of year	2012-04-30	$7,502,400
Value of interest in pooled separate accounts at beginning of year	2012-04-30	$7,025,574
Interest on participant loans	2012-04-30	$7,255
Interest earned on other investments	2012-04-30	$269,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-04-30	$3,930,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-04-30	$3,668,419
Net investment gain/loss from pooled separate accounts	2012-04-30	$3,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-04-30	No
Was there a failure to transmit to the plan any participant contributions	2012-04-30	No
Has the plan failed to provide any benefit when due under the plan	2012-04-30	No
Contributions received in cash from employer	2012-04-30	$275,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-04-30	$527,091
Contract administrator fees	2012-04-30	$966
Did the plan have assets held for investment	2012-04-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-04-30	Disclaimer
Accountancy firm name	2012-04-30	FORRESTALL CPA'S, LLC
Accountancy firm EIN	2012-04-30	582412540
2011 : UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-04-30	$0
Total income from all sources (including contributions)	2011-04-30	$1,590,191
Total loss/gain on sale of assets	2011-04-30	$0
Total of all expenses incurred	2011-04-30	$314,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-04-30	$312,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-04-30	$870,072
Value of total assets at end of year	2011-04-30	$11,151,091
Value of total assets at beginning of year	2011-04-30	$9,875,289
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-04-30	$1,730
Total interest from all sources	2011-04-30	$217,381
Total dividends received (eg from common stock, registered investment company shares)	2011-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-04-30	No
Was this plan covered by a fidelity bond	2011-04-30	Yes
Value of fidelity bond cover	2011-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-04-30	No
Contributions received from participants	2011-04-30	$541,918
Income. Received or receivable in cash from other sources (including rollovers)	2011-04-30	$136,399
Assets. Loans (other than to participants) at end of year	2011-04-30	$457,098
Assets. Loans (other than to participants) at beginning of year	2011-04-30	$345,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-04-30	No
Value of net income/loss	2011-04-30	$1,275,802
Value of net assets at end of year (total assets less liabilities)	2011-04-30	$11,151,091
Value of net assets at beginning of year (total assets less liabilities)	2011-04-30	$9,875,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-04-30	No
Were any leases to which the plan was party in default or uncollectible	2011-04-30	No
Interest on participant loans	2011-04-30	$9,778
Interest earned on other investments	2011-04-30	$207,603
Value of interest in common/collective trusts at end of year	2011-04-30	$7,025,574
Value of interest in common/collective trusts at beginning of year	2011-04-30	$6,242,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-04-30	$3,668,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-04-30	$3,287,292
Net investment gain/loss from pooled separate accounts	2011-04-30	$502,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-04-30	No
Was there a failure to transmit to the plan any participant contributions	2011-04-30	No
Has the plan failed to provide any benefit when due under the plan	2011-04-30	No
Contributions received in cash from employer	2011-04-30	$191,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-04-30	$312,659
Contract administrator fees	2011-04-30	$1,730
Did the plan have assets held for investment	2011-04-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-04-30	Disclaimer
Accountancy firm name	2011-04-30	FORRESTALL CPA'S, LLC
Accountancy firm EIN	2011-04-30	582412540
2010 : UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-04-30	$0
Total income from all sources (including contributions)	2010-04-30	$1,490,949
Total loss/gain on sale of assets	2010-04-30	$0
Total of all expenses incurred	2010-04-30	$349,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-04-30	$347,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-04-30	$630,589
Value of total assets at end of year	2010-04-30	$9,875,289
Value of total assets at beginning of year	2010-04-30	$8,733,652
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-04-30	$2,226
Total interest from all sources	2010-04-30	$112,452
Total dividends received (eg from common stock, registered investment company shares)	2010-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-04-30	No
Was this plan covered by a fidelity bond	2010-04-30	Yes
Value of fidelity bond cover	2010-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2010-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2010-04-30	No
Contributions received from participants	2010-04-30	$520,545
Participant contributions at end of year	2010-04-30	$345,418
Participant contributions at beginning of year	2010-04-30	$314,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-04-30	No
Value of net income/loss	2010-04-30	$1,141,637
Value of net assets at end of year (total assets less liabilities)	2010-04-30	$9,875,289
Value of net assets at beginning of year (total assets less liabilities)	2010-04-30	$8,733,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-04-30	No
Were any leases to which the plan was party in default or uncollectible	2010-04-30	No
Investment advisory and management fees	2010-04-30	$2,226
Value of interest in pooled separate accounts at end of year	2010-04-30	$6,242,579
Value of interest in pooled separate accounts at beginning of year	2010-04-30	$1,325,404
Interest on participant loans	2010-04-30	$3,229
Interest earned on other investments	2010-04-30	$109,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-04-30	$3,287,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-04-30	$7,094,096
Net investment gain/loss from pooled separate accounts	2010-04-30	$747,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-04-30	No
Was there a failure to transmit to the plan any participant contributions	2010-04-30	No
Has the plan failed to provide any benefit when due under the plan	2010-04-30	No
Contributions received in cash from employer	2010-04-30	$110,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-04-30	$347,086
Did the plan have assets held for investment	2010-04-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2010-04-30	Disclaimer
Accountancy firm name	2010-04-30	FORRESTALL CPA'S, LLC
Accountancy firm EIN	2010-04-30	582412540

Form 5500 Responses for UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST

2019: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2015 form 5500 responses
2015-05-01	Type of plan entity	Single employer plan
2015-05-01	Submission has been amended	No
2015-05-01	This submission is the final filing	No
2015-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-05-01	Plan is a collectively bargained plan	No
2015-05-01	Plan funding arrangement – Insurance	Yes
2015-05-01	Plan funding arrangement – Trust	Yes
2015-05-01	Plan benefit arrangement – Insurance	Yes
2015-05-01	Plan benefit arrangement - Trust	Yes
2014: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Submission has been amended	No
2014-05-01	This submission is the final filing	No
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-05-01	Plan is a collectively bargained plan	No
2014-05-01	Plan funding arrangement – Insurance	Yes
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement – Insurance	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes
2013: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2013 form 5500 responses
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	Submission has been amended	No
2013-05-01	This submission is the final filing	No
2013-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-05-01	Plan is a collectively bargained plan	No
2013-05-01	Plan funding arrangement – Insurance	Yes
2013-05-01	Plan funding arrangement – Trust	Yes
2013-05-01	Plan benefit arrangement – Insurance	Yes
2013-05-01	Plan benefit arrangement - Trust	Yes
2012: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Submission has been amended	No
2012-05-01	This submission is the final filing	No
2012-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-05-01	Plan is a collectively bargained plan	No
2012-05-01	Plan funding arrangement – Insurance	Yes
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement – Insurance	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes
2011: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Submission has been amended	No
2011-05-01	This submission is the final filing	No
2011-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-05-01	Plan is a collectively bargained plan	No
2011-05-01	Plan funding arrangement – Insurance	Yes
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement – Insurance	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes
2010: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2010 form 5500 responses
2010-05-01	Type of plan entity	Single employer plan
2010-05-01	Submission has been amended	No
2010-05-01	This submission is the final filing	No
2010-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-05-01	Plan is a collectively bargained plan	No
2010-05-01	Plan funding arrangement – Insurance	Yes
2010-05-01	Plan funding arrangement – Trust	Yes
2010-05-01	Plan benefit arrangement – Insurance	Yes
2010-05-01	Plan benefit arrangement - Trust	Yes
2009: UNION GENERAL HOSPITAL, INC. TAX-SHELTERED ANNUITY PLAN AND TRUST 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	Submission has been amended	No
2009-05-01	This submission is the final filing	No
2009-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-05-01	Plan is a collectively bargained plan	No
2009-05-01	Plan funding arrangement – Insurance	Yes
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	Plan benefit arrangement – Insurance	Yes
2009-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

CR26705

Policy instance

Insurance contract or identification number	CR26705
Number of Individuals Covered	16
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,207
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,207
Insurance broker organization code?	4

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

GQ35

Policy instance

Insurance contract or identification number	GQ35
Number of Individuals Covered	10
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

BP23

Policy instance

Insurance contract or identification number	BP23
Number of Individuals Covered	174
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $608
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $599
Insurance broker organization code?	4

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

07880

Policy instance

Insurance contract or identification number	07880
Number of Individuals Covered	593
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $66,701
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $45,577
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

07880

Policy instance

Insurance contract or identification number	07880
Number of Individuals Covered	519
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $60,188
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $43,939
Insurance broker organization code?	3

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

Policy contract number

CR26705

Policy instance

Insurance contract or identification number	CR26705
Number of Individuals Covered	17
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,179
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,179
Insurance broker organization code?	4

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

BP23

Policy instance

Insurance contract or identification number	BP23
Number of Individuals Covered	212
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $586
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $580
Insurance broker organization code?	4

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

GQ35

Policy instance

Insurance contract or identification number	GQ35
Number of Individuals Covered	10
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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 number

07880

Policy instance

Insurance contract or identification number	07880
Number of Individuals Covered	468
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $40,776
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $29,217
Insurance broker organization code?	3
Insurance broker name	BARTLEY CASEY

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

BP23

Policy instance

Insurance contract or identification number	BP23
Number of Individuals Covered	212
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $729
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $678
Insurance broker organization code?	4
Insurance broker name	CONSOLIDATED RETIREMENT SERVICES

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

GQ35

Policy instance

Insurance contract or identification number	GQ35
Number of Individuals Covered	11
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

CR26705

Policy instance

Insurance contract or identification number	CR26705
Number of Individuals Covered	17
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $796
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $796
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

GQ35

Policy instance

Insurance contract or identification number	GQ35
Number of Individuals Covered	11
Insurance policy start date	2013-05-01
Insurance policy end date	2014-04-30
Total amount of commissions paid to insurance broker	USD $451
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $422
Insurance broker organization code?	4
Insurance broker name	CONSOLIDATED RETIREMENT SERVICES, I

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

BP23

Policy instance

Insurance contract or identification number	BP23
Number of Individuals Covered	282
Insurance policy start date	2013-05-01
Insurance policy end date	2014-04-30
Total amount of commissions paid to insurance broker	USD $8,812
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,839
Insurance broker organization code?	4
Insurance broker name	EVAN MACK POSS

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

Policy contract number

CR26705

Policy instance

Insurance contract or identification number	CR26705
Number of Individuals Covered	25
Insurance policy start date	2013-05-01
Insurance policy end date	2014-04-30
Total amount of commissions paid to insurance broker	USD $1,612
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,612
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

GQ35

Policy instance

Insurance contract or identification number	GQ35
Number of Individuals Covered	13
Insurance policy start date	2012-05-01
Insurance policy end date	2013-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

BP23

Policy instance

Insurance contract or identification number	BP23
Number of Individuals Covered	304
Insurance policy start date	2012-05-01
Insurance policy end date	2013-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

CR26705

Policy instance

Insurance contract or identification number	CR26705
Number of Individuals Covered	30
Insurance policy start date	2012-05-01
Insurance policy end date	2013-04-30
Total amount of commissions paid to insurance broker	USD $45
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $45
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

07880

Policy instance

Insurance contract or identification number	07880
Number of Individuals Covered	246
Insurance policy start date	2011-05-01
Insurance policy end date	2012-04-30
Total amount of commissions paid to insurance broker	USD $9,397
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,378
Insurance broker organization code?	3
Insurance broker name	STEPHEN E. CALHOUN

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

GQ35

Policy instance

Insurance contract or identification number	GQ35
Number of Individuals Covered	15
Insurance policy start date	2011-05-01
Insurance policy end date	2012-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

BP23

Policy instance

Insurance contract or identification number	BP23
Number of Individuals Covered	292
Insurance policy start date	2011-05-01
Insurance policy end date	2012-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

CR26705

Policy instance

Insurance contract or identification number	CR26705
Number of Individuals Covered	29
Insurance policy start date	2011-05-01
Insurance policy end date	2012-04-30
Total amount of commissions paid to insurance broker	USD $4,199
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,199
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS, INC.

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

Policy contract number

CR26705

Policy instance

Insurance contract or identification number	CR26705
Number of Individuals Covered	28
Insurance policy start date	2010-05-01
Insurance policy end date	2011-04-30
Total amount of commissions paid to insurance broker	USD $3,228
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,228
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

GQ35

Policy instance

Insurance contract or identification number	GQ35
Number of Individuals Covered	14
Insurance policy start date	2010-05-01
Insurance policy end date	2011-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

BP23

Policy instance

Insurance contract or identification number	BP23
Number of Individuals Covered	295
Insurance policy start date	2010-05-01
Insurance policy end date	2011-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

07880

Policy instance

Insurance contract or identification number	07880
Number of Individuals Covered	237
Insurance policy start date	2010-05-01
Insurance policy end date	2011-04-30
Total amount of commissions paid to insurance broker	USD $8,338
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,998
Insurance broker organization code?	3
Insurance broker name	DOUGLAS W. BRIDGES, JR.

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

07880

Policy instance

Insurance contract or identification number	07880
Number of Individuals Covered	237
Insurance policy start date	2009-05-01
Insurance policy end date	2010-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

0229

Policy instance

Insurance contract or identification number	0229
Number of Individuals Covered	271
Insurance policy start date	2009-05-01
Insurance policy end date	2010-04-30
Total amount of commissions paid to insurance broker	USD $9,525
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,943
Insurance broker organization code?	3
Insurance broker name	GARY GRANSTAFF

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

Policy contract number

CR26705

Policy instance

Insurance contract or identification number	CR26705
Number of Individuals Covered	28
Insurance policy start date	2009-05-01
Insurance policy end date	2010-04-30
Total amount of commissions paid to insurance broker	USD $2,773
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,773
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

Potentially related plans

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Company Name:	UNION GENERAL HOSPITAL, INC.
Employer identification number (EIN):	586025393
NAIC Classification:	622000
NAIC Description:	Hospitals

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	NICK TOWNSEND	2020-10-15	NICK TOWNSEND	2020-10-15
001	2018-01-01	NICK TOWNSEND	2019-10-15	NICK TOWNSEND	2019-10-15
001	2017-01-01
001	2016-01-01
001	2016-01-01	NICK TOWNSEND	2018-02-14
001	2015-05-01
001	2014-05-01	NICK TOWNSEND
001	2013-05-01
001	2012-05-01
001	2011-05-01
001	2010-05-01
001	2009-05-01