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TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 004

TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

TALLAHASSEE MEMORIAL HEALTHCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:TALLAHASSEE MEMORIAL HEALTHCARE, INC.
Employer identification number (EIN):591917016
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about TALLAHASSEE MEMORIAL HEALTHCARE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1979-06-27
Company Identification Number: 747823
Legal Registered Office Address: RISK MANAGER/TMRMC

TALLAHASSEE

32308

More information about TALLAHASSEE MEMORIAL HEALTHCARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01PHILIP BONDI
0042017-01-01
0042016-01-01PHILIP BONDI
0042015-01-01PHILIP BONDI
0042014-01-01PHILIP BONDI
0042013-01-01PHILIP BONDI
0042012-01-01PHILIP BONDI
0042011-01-01PHILIP BONDI
0042009-01-01PHIL BONDI

Plan Statistics for TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,354
Total number of active participants reported on line 7a of the Form 55002022-01-015,225
Number of retired or separated participants receiving benefits2022-01-0156
Number of other retired or separated participants entitled to future benefits2022-01-01660
Total of all active and inactive participants2022-01-015,941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-015,954
Number of participants with account balances2022-01-012,699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,208
Total number of active participants reported on line 7a of the Form 55002021-01-014,579
Number of retired or separated participants receiving benefits2021-01-0154
Number of other retired or separated participants entitled to future benefits2021-01-01709
Total of all active and inactive participants2021-01-015,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-015,353
Number of participants with account balances2021-01-012,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,994
Total number of active participants reported on line 7a of the Form 55002020-01-014,575
Number of retired or separated participants receiving benefits2020-01-0137
Number of other retired or separated participants entitled to future benefits2020-01-01590
Total of all active and inactive participants2020-01-015,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-015,208
Number of participants with account balances2020-01-012,669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,128
Total number of active participants reported on line 7a of the Form 55002019-01-014,496
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01412
Total of all active and inactive participants2019-01-014,912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-014,916
Number of participants with account balances2019-01-012,541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,113
Total number of active participants reported on line 7a of the Form 55002018-01-014,626
Number of retired or separated participants receiving benefits2018-01-0136
Number of other retired or separated participants entitled to future benefits2018-01-01463
Total of all active and inactive participants2018-01-015,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-015,128
Number of participants with account balances2018-01-012,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,988
Total number of active participants reported on line 7a of the Form 55002017-01-012,049
Number of retired or separated participants receiving benefits2017-01-0130
Number of other retired or separated participants entitled to future benefits2017-01-01548
Total of all active and inactive participants2017-01-012,627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-012,630
Number of participants with account balances2017-01-012,630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,810
Total number of active participants reported on line 7a of the Form 55002016-01-014,496
Number of retired or separated participants receiving benefits2016-01-0123
Number of other retired or separated participants entitled to future benefits2016-01-01466
Total of all active and inactive participants2016-01-014,985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-014,988
Number of participants with account balances2016-01-012,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,600
Total number of active participants reported on line 7a of the Form 55002015-01-014,386
Number of retired or separated participants receiving benefits2015-01-0122
Number of other retired or separated participants entitled to future benefits2015-01-01396
Total of all active and inactive participants2015-01-014,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-014,808
Number of participants with account balances2015-01-012,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,414
Total number of active participants reported on line 7a of the Form 55002014-01-014,282
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01306
Total of all active and inactive participants2014-01-014,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-014,600
Number of participants with account balances2014-01-012,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,247
Total number of active participants reported on line 7a of the Form 55002013-01-014,110
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01295
Total of all active and inactive participants2013-01-014,412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-014,414
Number of participants with account balances2013-01-012,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,185
Total number of active participants reported on line 7a of the Form 55002012-01-013,960
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01215
Total of all active and inactive participants2012-01-014,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-014,182
Number of participants with account balances2012-01-012,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,086
Total number of active participants reported on line 7a of the Form 55002011-01-011,767
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-01411
Total of all active and inactive participants2011-01-012,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-012,184
Number of participants with account balances2011-01-012,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,856
Total number of active participants reported on line 7a of the Form 55002009-01-014,908
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01268
Total of all active and inactive participants2009-01-015,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-015,180
Number of participants with account balances2009-01-011,939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-14,303,234
Total of all expenses incurred2022-12-31$15,175,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,915,467
Expenses. Certain deemed distributions of participant loans2022-12-31$1,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,353,907
Value of total assets at end of year2022-12-31$147,264,863
Value of total assets at beginning of year2022-12-31$176,743,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$259,224
Total interest from all sources2022-12-31$508,522
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,341,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,341,443
Administrative expenses professional fees incurred2022-12-31$12,038
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$11,404,584
Participant contributions at end of year2022-12-31$1,853,626
Participant contributions at beginning of year2022-12-31$1,835,463
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$948,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,631
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,328
Administrative expenses (other) incurred2022-12-31$230,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-29,478,928
Value of net assets at end of year (total assets less liabilities)2022-12-31$147,264,863
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$176,743,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$16,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$126,783,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$156,206,818
Interest on participant loans2022-12-31$84,839
Interest earned on other investments2022-12-31$423,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$18,625,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$18,699,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-29,507,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,915,467
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MSL, P.A.
Accountancy firm EIN2022-12-31593070669
2021 : TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$34,966,471
Total of all expenses incurred2021-12-31$11,226,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,940,680
Expenses. Certain deemed distributions of participant loans2021-12-31$7,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,760,687
Value of total assets at end of year2021-12-31$176,743,791
Value of total assets at beginning of year2021-12-31$153,003,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$277,801
Total interest from all sources2021-12-31$500,482
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,484,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,484,401
Administrative expenses professional fees incurred2021-12-31$4,174
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$11,025,093
Participant contributions at end of year2021-12-31$1,835,463
Participant contributions at beginning of year2021-12-31$1,876,000
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$735,594
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$6,752
Administrative expenses (other) incurred2021-12-31$273,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$23,740,211
Value of net assets at end of year (total assets less liabilities)2021-12-31$176,743,791
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$153,003,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$156,206,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$132,909,668
Interest on participant loans2021-12-31$98,720
Interest earned on other investments2021-12-31$401,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$18,699,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$18,211,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$20,220,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,940,680
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MSL, P.A.
Accountancy firm EIN2021-12-31593070669
2020 : TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$29,187,864
Total of all expenses incurred2020-12-31$9,196,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,930,097
Expenses. Certain deemed distributions of participant loans2020-12-31$10,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,125,099
Value of total assets at end of year2020-12-31$153,003,580
Value of total assets at beginning of year2020-12-31$133,012,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$256,271
Total interest from all sources2020-12-31$498,771
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,678,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,678,671
Administrative expenses professional fees incurred2020-12-31$13,513
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$10,253,391
Participant contributions at end of year2020-12-31$1,876,000
Participant contributions at beginning of year2020-12-31$1,812,803
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$872,035
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$6,752
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,796
Administrative expenses (other) incurred2020-12-31$236,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$19,991,194
Value of net assets at end of year (total assets less liabilities)2020-12-31$153,003,580
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$133,012,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$6,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$132,909,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$115,429,763
Interest on participant loans2020-12-31$101,250
Interest earned on other investments2020-12-31$397,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$18,211,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,767,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$15,885,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$-327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,930,097
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MSL, P.A.
Accountancy firm EIN2020-12-31593070669
2019 : TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$33,770,662
Total of all expenses incurred2019-12-31$10,690,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,373,100
Expenses. Certain deemed distributions of participant loans2019-12-31$43,540
Value of total corrective distributions2019-12-31$3,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,190,667
Value of total assets at end of year2019-12-31$133,012,386
Value of total assets at beginning of year2019-12-31$109,932,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$269,716
Total interest from all sources2019-12-31$507,563
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,846,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,846,773
Administrative expenses professional fees incurred2019-12-31$10,750
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,854,303
Participant contributions at end of year2019-12-31$1,812,803
Participant contributions at beginning of year2019-12-31$1,913,202
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,330,614
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,796
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,365
Administrative expenses (other) incurred2019-12-31$232,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$23,080,311
Value of net assets at end of year (total assets less liabilities)2019-12-31$133,012,386
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$109,932,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$26,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$115,429,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$93,085,481
Interest on participant loans2019-12-31$100,113
Interest earned on other investments2019-12-31$407,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,767,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,932,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,225,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,373,100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MSL, P.A.
Accountancy firm EIN2019-12-31593070669
2018 : TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$4,127,851
Total of all expenses incurred2018-12-31$7,894,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,623,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,342,539
Value of total assets at end of year2018-12-31$109,932,075
Value of total assets at beginning of year2018-12-31$113,698,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$271,037
Total interest from all sources2018-12-31$426,681
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,724,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,724,692
Administrative expenses professional fees incurred2018-12-31$11,847
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,346,121
Participant contributions at end of year2018-12-31$1,913,202
Participant contributions at beginning of year2018-12-31$1,814,793
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$993,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,365
Administrative expenses (other) incurred2018-12-31$224,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,766,671
Value of net assets at end of year (total assets less liabilities)2018-12-31$109,932,075
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$113,698,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$34,520
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$93,085,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$99,734,529
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$93,625
Interest earned on other investments2018-12-31$333,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,932,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$12,149,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,366,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,623,485
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOORE STEPHENS LOVELACE, PA
Accountancy firm EIN2018-12-31593070669
2017 : TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$24,133,900
Total of all expenses incurred2017-12-31$7,942,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,825,298
Expenses. Certain deemed distributions of participant loans2017-12-31$32,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,122,743
Value of total assets at end of year2017-12-31$113,698,746
Value of total assets at beginning of year2017-12-31$97,506,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$83,948
Total interest from all sources2017-12-31$80,420
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,573,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,573,745
Administrative expenses professional fees incurred2017-12-31$13,222
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,480,142
Participant contributions at end of year2017-12-31$1,814,793
Participant contributions at beginning of year2017-12-31$1,728,949
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$642,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$728
Administrative expenses (other) incurred2017-12-31$21,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$16,191,871
Value of net assets at end of year (total assets less liabilities)2017-12-31$113,698,746
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$97,506,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$49,696
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$99,734,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$82,375,237
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,386,369
Interest on participant loans2017-12-31$78,060
Interest earned on other investments2017-12-31$2,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$12,149,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$15,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,235,327
Net investment gain/loss from pooled separate accounts2017-12-31$121,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,825,298
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2017-12-31593070669
2016 : TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$17,519,492
Total of all expenses incurred2016-12-31$5,522,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,417,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,283,936
Value of total assets at end of year2016-12-31$97,506,875
Value of total assets at beginning of year2016-12-31$85,509,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$104,785
Total interest from all sources2016-12-31$66,773
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,383,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,383,782
Administrative expenses professional fees incurred2016-12-31$25,766
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,967,709
Participant contributions at end of year2016-12-31$1,728,949
Participant contributions at beginning of year2016-12-31$1,587,701
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,316,227
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$728
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$457
Administrative expenses (other) incurred2016-12-31$15,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$11,997,111
Value of net assets at end of year (total assets less liabilities)2016-12-31$97,506,875
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$85,509,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$63,399
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$82,375,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$71,994,564
Value of interest in pooled separate accounts at end of year2016-12-31$13,386,369
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,676,896
Interest on participant loans2016-12-31$66,768
Interest earned on other investments2016-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$15,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$250,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,631,200
Net investment gain/loss from pooled separate accounts2016-12-31$153,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,417,596
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2016-12-31593070669
2015 : TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$7,653,743
Total of all expenses incurred2015-12-31$4,672,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,631,670
Expenses. Certain deemed distributions of participant loans2015-12-31$8,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,167,815
Value of total assets at end of year2015-12-31$85,509,764
Value of total assets at beginning of year2015-12-31$82,528,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,823
Total interest from all sources2015-12-31$58,078
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,039,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,039,563
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,875,639
Participant contributions at end of year2015-12-31$1,587,701
Participant contributions at beginning of year2015-12-31$1,213,754
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$292,092
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$457
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,739
Administrative expenses (other) incurred2015-12-31$17,014
Total non interest bearing cash at beginning of year2015-12-31$171,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,981,603
Value of net assets at end of year (total assets less liabilities)2015-12-31$85,509,764
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$82,528,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$14,809
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$71,994,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$70,115,911
Value of interest in pooled separate accounts at end of year2015-12-31$11,676,896
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,024,982
Interest on participant loans2015-12-31$58,074
Interest earned on other investments2015-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$250,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,723,906
Net investment gain/loss from pooled separate accounts2015-12-31$112,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$84
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,631,670
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2015-12-31593070669
2014 : TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$13,095,036
Total of all expenses incurred2014-12-31$5,998,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,970,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,310,587
Value of total assets at end of year2014-12-31$82,528,161
Value of total assets at beginning of year2014-12-31$75,432,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,519
Total interest from all sources2014-12-31$48,385
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,106,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,106,848
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,232,229
Participant contributions at end of year2014-12-31$1,213,754
Participant contributions at beginning of year2014-12-31$1,118,777
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,078,358
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$374
Administrative expenses (other) incurred2014-12-31$12,719
Total non interest bearing cash at end of year2014-12-31$171,429
Total non interest bearing cash at beginning of year2014-12-31$125,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,096,078
Value of net assets at end of year (total assets less liabilities)2014-12-31$82,528,161
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$75,432,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$15,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$70,115,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$63,576,898
Value of interest in pooled separate accounts at end of year2014-12-31$11,024,982
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,610,699
Interest on participant loans2014-12-31$48,382
Interest earned on other investments2014-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,521,312
Net investment gain/loss from pooled separate accounts2014-12-31$107,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,970,439
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2014-12-31593070669
2013 : TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$19,555,049
Total of all expenses incurred2013-12-31$3,352,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,309,759
Expenses. Certain deemed distributions of participant loans2013-12-31$10,318
Value of total corrective distributions2013-12-31$1,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,878,521
Value of total assets at end of year2013-12-31$75,432,083
Value of total assets at beginning of year2013-12-31$59,229,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,153
Total interest from all sources2013-12-31$45,144
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$815,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$815,923
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,740,931
Participant contributions at end of year2013-12-31$1,118,777
Participant contributions at beginning of year2013-12-31$957,580
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,137,590
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$341
Administrative expenses (other) incurred2013-12-31$9,630
Total non interest bearing cash at end of year2013-12-31$125,004
Total non interest bearing cash at beginning of year2013-12-31$89,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$16,202,932
Value of net assets at end of year (total assets less liabilities)2013-12-31$75,432,083
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$59,229,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$17,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$63,576,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$47,698,662
Value of interest in pooled separate accounts at end of year2013-12-31$10,610,699
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,482,816
Interest on participant loans2013-12-31$45,141
Interest earned on other investments2013-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,697,303
Net investment gain/loss from pooled separate accounts2013-12-31$118,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,309,759
Contract administrator fees2013-12-31$3,204
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2013-12-31593070669
2012 : TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$11,998,572
Total of all expenses incurred2012-12-31$4,486,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,446,467
Expenses. Certain deemed distributions of participant loans2012-12-31$336
Value of total corrective distributions2012-12-31$9,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,767,313
Value of total assets at end of year2012-12-31$59,229,151
Value of total assets at beginning of year2012-12-31$51,716,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,949
Total interest from all sources2012-12-31$41,219
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$726,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$726,795
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$7,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,296,478
Participant contributions at end of year2012-12-31$957,580
Participant contributions at beginning of year2012-12-31$950,323
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$466,745
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$15,262
Total non interest bearing cash at end of year2012-12-31$89,424
Total non interest bearing cash at beginning of year2012-12-31$59,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,512,322
Value of net assets at end of year (total assets less liabilities)2012-12-31$59,229,151
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$51,716,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$14,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$47,698,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$40,402,457
Value of interest in pooled separate accounts at end of year2012-12-31$10,482,816
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,304,232
Interest on participant loans2012-12-31$41,218
Interest earned on other investments2012-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,333,355
Net investment gain/loss from pooled separate accounts2012-12-31$129,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,446,467
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2012-12-31593070669
2011 : TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$6,694,144
Total of all expenses incurred2011-12-31$2,708,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,671,264
Expenses. Certain deemed distributions of participant loans2011-12-31$11,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,815,679
Value of total assets at end of year2011-12-31$51,716,829
Value of total assets at beginning of year2011-12-31$47,731,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,037
Total interest from all sources2011-12-31$43,791
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$660,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$660,080
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,911,320
Participant contributions at end of year2011-12-31$950,323
Participant contributions at beginning of year2011-12-31$867,639
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$904,192
Administrative expenses (other) incurred2011-12-31$6,825
Total non interest bearing cash at end of year2011-12-31$59,650
Total non interest bearing cash at beginning of year2011-12-31$30,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,985,495
Value of net assets at end of year (total assets less liabilities)2011-12-31$51,716,829
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$47,731,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$19,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$40,402,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$38,165,489
Value of interest in pooled separate accounts at end of year2011-12-31$10,304,232
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,668,071
Interest on participant loans2011-12-31$43,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-994,474
Net investment gain/loss from pooled separate accounts2011-12-31$169,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,671,264
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2011-12-31593070669
2010 : TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$342,177
Total income from all sources (including contributions)2010-12-31$10,737,835
Total of all expenses incurred2010-12-31$2,107,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,072,744
Expenses. Certain deemed distributions of participant loans2010-12-31$7,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,064,851
Value of total assets at end of year2010-12-31$47,731,334
Value of total assets at beginning of year2010-12-31$38,758,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,283
Total interest from all sources2010-12-31$44,195
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$484,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$484,674
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,533,221
Participant contributions at end of year2010-12-31$867,639
Participant contributions at beginning of year2010-12-31$701,996
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$530,834
Administrative expenses (other) incurred2010-12-31$4,983
Total non interest bearing cash at end of year2010-12-31$30,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,630,631
Value of net assets at end of year (total assets less liabilities)2010-12-31$47,731,334
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$38,758,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$22,300
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$38,165,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$30,442,966
Value of interest in pooled separate accounts at end of year2010-12-31$8,668,071
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,599,012
Interest on participant loans2010-12-31$44,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,859,717
Net investment gain/loss from pooled separate accounts2010-12-31$284,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,072,744
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2010-12-31593070669
2009 : TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN

2022: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TALLAHASSEE MEMORIAL HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069319
Policy instance 2
Insurance contract or identification numberTT069319
Number of Individuals Covered2699
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069319
Policy instance 1
Insurance contract or identification numberTT069319
Number of Individuals Covered2699
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069319
Policy instance 2
Insurance contract or identification numberTT069319
Number of Individuals Covered2706
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069319
Policy instance 1
Insurance contract or identification numberTT069319
Number of Individuals Covered2706
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069319
Policy instance 2
Insurance contract or identification numberTT069319
Number of Individuals Covered2669
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069319
Policy instance 1
Insurance contract or identification numberTT069319
Number of Individuals Covered2669
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069319
Policy instance 2
Insurance contract or identification numberTT069319
Number of Individuals Covered2541
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069319
Policy instance 1
Insurance contract or identification numberTT069319
Number of Individuals Covered2541
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069319
Policy instance 1
Insurance contract or identification numberTT069319
Number of Individuals Covered2572
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069319
Policy instance 2
Insurance contract or identification numberTT069319
Number of Individuals Covered2572
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069319
Policy instance 2
Insurance contract or identification numberTT069319
Number of Individuals Covered2630
Insurance policy start date2017-12-26
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069319
Policy instance 1
Insurance contract or identification numberTT069319
Number of Individuals Covered2630
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069319
Policy instance 1
Insurance contract or identification numberTT069319
Number of Individuals Covered2373
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069319
Policy instance 1
Insurance contract or identification numberTT069319
Number of Individuals Covered2259
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069319
Policy instance 1
Insurance contract or identification numberTT069319
Number of Individuals Covered2187
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069319
Policy instance 1
Insurance contract or identification numberTT069319
Number of Individuals Covered2055
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069319
Policy instance 1
Insurance contract or identification numberTT069319
Number of Individuals Covered2184
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069319
Policy instance 1
Insurance contract or identification numberTT069319
Number of Individuals Covered2086
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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