401k Plan data: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN plan

TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 401k Plan overview

Plan Name	TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN
Plan identification number	001

TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TIDEWELL HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name: TIDEWELL HEALTH SYSTEM, INC.

Employer identification number (EIN): 591911861

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 JULIE SCHILSON
001 2013-01-01 JULIE SCHILSON
001 2012-01-01 JULIE SCHILSON
001 2011-01-01 JULIE SCHILSON
001 2010-01-01 JULIE SCHILSON
001 2009-01-01 PHILOMENA D'SA PHILOMENA D'SA 2010-10-20

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	JULIE SCHILSON
001	2013-01-01	JULIE SCHILSON
001	2012-01-01	JULIE SCHILSON
001	2011-01-01	JULIE SCHILSON
001	2010-01-01	JULIE SCHILSON
001	2009-01-01	PHILOMENA D'SA	PHILOMENA D'SA	2010-10-20

Plan Statistics for TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN

401k plan membership statisitcs for TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN

Measure Date Value
2014: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 958
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 713
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 138
Total of all active and inactive participants 2014-01-01 853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 853
Number of participants with account balances 2014-01-01 605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 915
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 804
Number of retired or separated participants receiving benefits 2013-01-01 8
Number of other retired or separated participants entitled to future benefits 2013-01-01 145
Total of all active and inactive participants 2013-01-01 957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 958
Number of participants with account balances 2013-01-01 602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 39
2012: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 993
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 730
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 185
Total of all active and inactive participants 2012-01-01 915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 915
Number of participants with account balances 2012-01-01 689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 28
2011: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 962
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 842
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 149
Total of all active and inactive participants 2011-01-01 993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 993
Number of participants with account balances 2011-01-01 714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 268
2010: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,018
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 887
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 73
Total of all active and inactive participants 2010-01-01 962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 962
Number of participants with account balances 2010-01-01 676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 50
2009: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 867
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 812
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 206
Total of all active and inactive participants 2009-01-01 1,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,018
Number of participants with account balances 2009-01-01 665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	958
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	713
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	138
Total of all active and inactive participants	2014-01-01	853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	853
Number of participants with account balances	2014-01-01	605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	915
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	804
Number of retired or separated participants receiving benefits	2013-01-01	8
Number of other retired or separated participants entitled to future benefits	2013-01-01	145
Total of all active and inactive participants	2013-01-01	957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	958
Number of participants with account balances	2013-01-01	602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	39
2012: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	993
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	730
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	185
Total of all active and inactive participants	2012-01-01	915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	915
Number of participants with account balances	2012-01-01	689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	28
2011: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	962
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	842
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	149
Total of all active and inactive participants	2011-01-01	993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	993
Number of participants with account balances	2011-01-01	714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	268
2010: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,018
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	887
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	73
Total of all active and inactive participants	2010-01-01	962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	962
Number of participants with account balances	2010-01-01	676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	50
2009: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	867
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	812
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	206
Total of all active and inactive participants	2009-01-01	1,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,018
Number of participants with account balances	2009-01-01	665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN

Measure	Date	Value
2014 : TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$5,052,323
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,394,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,238,835
Expenses. Certain deemed distributions of participant loans	2014-12-31	$11,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,452,289
Value of total assets at end of year	2014-12-31	$26,943,760
Value of total assets at beginning of year	2014-12-31	$25,285,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$144,207
Total interest from all sources	2014-12-31	$138,472
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,071,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,071,112
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,990,914
Participant contributions at end of year	2014-12-31	$656,891
Participant contributions at beginning of year	2014-12-31	$479,469
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$173,011
Other income not declared elsewhere	2014-12-31	$30,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,657,883
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$26,943,760
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$25,285,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$20,622,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$19,135,386
Interest on participant loans	2014-12-31	$37,743
Interest earned on other investments	2014-12-31	$100,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$5,664,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$5,671,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$360,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,288,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,238,835
Contract administrator fees	2014-12-31	$114,207
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KERKERING BARBERIO AND COMPANY
Accountancy firm EIN	2014-12-31	591753337
2013 : TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$188,129
Total income from all sources (including contributions)	2013-12-31	$7,287,897
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$5,364,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$5,088,581
Expenses. Certain deemed distributions of participant loans	2013-12-31	$131,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,569,344
Value of total assets at end of year	2013-12-31	$25,285,877
Value of total assets at beginning of year	2013-12-31	$23,550,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$144,202
Total interest from all sources	2013-12-31	$139,518
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$891,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$891,820
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,969,679
Participant contributions at end of year	2013-12-31	$479,469
Participant contributions at beginning of year	2013-12-31	$465,163
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$77,851
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$355,505
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$4
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$1,025
Other income not declared elsewhere	2013-12-31	$18,750
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$1,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,923,741
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$25,285,877
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$23,362,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$19,135,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$16,147,678
Interest on participant loans	2013-12-31	$29,793
Interest earned on other investments	2013-12-31	$109,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$215,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$215,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$5,671,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$6,589,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,668,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,244,160
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$52,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,088,581
Contract administrator fees	2013-12-31	$129,202
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$187,104
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KERKERING BARBERIO AND COMPANY
Accountancy firm EIN	2013-12-31	591753337
2012 : TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$188,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$23,555
Total income from all sources (including contributions)	2012-12-31	$6,281,967
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,714,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,638,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,079,835
Value of total assets at end of year	2012-12-31	$23,550,265
Value of total assets at beginning of year	2012-12-31	$19,817,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$75,165
Total interest from all sources	2012-12-31	$173,872
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$377,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$377,442
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,297,960
Participant contributions at end of year	2012-12-31	$465,163
Participant contributions at beginning of year	2012-12-31	$400,781
Participant contributions at end of year	2012-12-31	$77,851
Participant contributions at beginning of year	2012-12-31	$89,449
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$299,560
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$16,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$1,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$23,555
Total non interest bearing cash at end of year	2012-12-31	$1,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$3,567,851
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$23,362,136
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$19,794,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$16,147,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$13,174,215
Interest on participant loans	2012-12-31	$25,832
Interest earned on other investments	2012-12-31	$148,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$215,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$25,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$25,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$6,589,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$6,054,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,650,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,482,315
Employer contributions (assets) at end of year	2012-12-31	$52,909
Employer contributions (assets) at beginning of year	2012-12-31	$56,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,638,951
Contract administrator fees	2012-12-31	$75,165
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$187,104
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KERKERING BARBERIO AND COMPANY
Accountancy firm EIN	2012-12-31	591753337
2011 : TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$23,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$4,174,653
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,949,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,880,409
Value of total corrective distributions	2011-12-31	$7,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,021,852
Value of total assets at end of year	2011-12-31	$19,817,840
Value of total assets at beginning of year	2011-12-31	$18,569,615
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$61,920
Total interest from all sources	2011-12-31	$24,687
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$565,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$565,477
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,350,753
Participant contributions at end of year	2011-12-31	$400,781
Participant contributions at beginning of year	2011-12-31	$368,478
Participant contributions at end of year	2011-12-31	$89,449
Participant contributions at beginning of year	2011-12-31	$85,666
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$282,998
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$16,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$23,555
Administrative expenses (other) incurred	2011-12-31	$394
Total non interest bearing cash at beginning of year	2011-12-31	$14,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,224,670
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$19,794,285
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$18,569,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$13,174,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$12,206,263
Interest on participant loans	2011-12-31	$24,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$25,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$6,054,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$5,842,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-437,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,388,101
Employer contributions (assets) at end of year	2011-12-31	$56,420
Employer contributions (assets) at beginning of year	2011-12-31	$52,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,880,409
Contract administrator fees	2011-12-31	$61,526
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KERKERING BARBERIO AND COMPANY
Accountancy firm EIN	2011-12-31	591753337
2010 : TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$6,300,156
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$5,241,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$5,213,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$4,089,226
Value of total assets at end of year	2010-12-31	$18,569,615
Value of total assets at beginning of year	2010-12-31	$17,510,789
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$27,615
Total interest from all sources	2010-12-31	$206,160
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$248,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$248,495
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,286,993
Participant contributions at end of year	2010-12-31	$368,478
Participant contributions at beginning of year	2010-12-31	$524,998
Participant contributions at end of year	2010-12-31	$85,666
Participant contributions at beginning of year	2010-12-31	$76,999
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$488,703
Total non interest bearing cash at end of year	2010-12-31	$14,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,058,826
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$18,569,615
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,510,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$12,206,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$11,792,537
Interest on participant loans	2010-12-31	$21,735
Interest earned on other investments	2010-12-31	$184,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$5,842,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$5,065,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,756,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,313,530
Employer contributions (assets) at end of year	2010-12-31	$52,661
Employer contributions (assets) at beginning of year	2010-12-31	$50,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$5,213,715
Contract administrator fees	2010-12-31	$27,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KERKERING BARBERIO AND COMPANY
Accountancy firm EIN	2010-12-31	591753337
2009 : TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN

2014: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TIDEWELL HOSPICE AND PALLIATIVE CARE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	TIDEWELL HEALTH SYSTEM, INC.
Employer identification number (EIN):	591911861
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers