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JENNIE STUART MEDICAL CENTER 403(B) PLAN 401k Plan overview

Plan NameJENNIE STUART MEDICAL CENTER 403(B) PLAN
Plan identification number 003

JENNIE STUART MEDICAL CENTER 403(B) PLAN Benefits

401k Plan TypeDefined 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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

JENNIE STUART MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:JENNIE STUART MEDICAL CENTER
Employer identification number (EIN):610482973
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JENNIE STUART MEDICAL CENTER 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01PRISCILLA PRATER GREG MOORE2018-10-05
0032016-05-01RICK SCOTT GREG MOORE2017-10-16

Plan Statistics for JENNIE STUART MEDICAL CENTER 403(B) PLAN

401k plan membership statisitcs for JENNIE STUART MEDICAL CENTER 403(B) PLAN

Measure Date Value
2022: JENNIE STUART MEDICAL CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,124
Total number of active participants reported on line 7a of the Form 55002022-01-011,149
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01108
Total of all active and inactive participants2022-01-011,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,263
Number of participants with account balances2022-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: JENNIE STUART MEDICAL CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01918
Total number of active participants reported on line 7a of the Form 55002021-01-01998
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0199
Total of all active and inactive participants2021-01-011,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,104
Number of participants with account balances2021-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: JENNIE STUART MEDICAL CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,021
Total number of active participants reported on line 7a of the Form 55002020-01-01825
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-0182
Total of all active and inactive participants2020-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01916
Number of participants with account balances2020-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: JENNIE STUART MEDICAL CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01931
Total number of active participants reported on line 7a of the Form 55002019-01-01961
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-011,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,021
Number of participants with account balances2019-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: JENNIE STUART MEDICAL CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01907
Total number of active participants reported on line 7a of the Form 55002018-01-01887
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01931
Number of participants with account balances2018-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: JENNIE STUART MEDICAL CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01900
Total number of active participants reported on line 7a of the Form 55002017-01-01873
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01907
Number of participants with account balances2017-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: JENNIE STUART MEDICAL CENTER 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01859
Total number of active participants reported on line 7a of the Form 55002016-05-01880
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-0117
Total of all active and inactive participants2016-05-01897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-010
Total participants2016-05-01897
Number of participants with account balances2016-05-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-010

Financial Data on JENNIE STUART MEDICAL CENTER 403(B) PLAN

Measure Date Value
2022 : JENNIE STUART MEDICAL CENTER 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,119,220
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,217,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,117,901
Value of total corrective distributions2022-12-31$109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,315,831
Value of total assets at end of year2022-12-31$25,701,703
Value of total assets at beginning of year2022-12-31$28,038,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$99,502
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,192,155
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$1,192,155
Administrative expenses professional fees incurred2022-12-31$8,729
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$2,298,018
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$215,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,336,732
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,701,703
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,038,435
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$34,450
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,215,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,745,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$683,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$640,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,627,206
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$802,171
Employer contributions (assets) at end of year2022-12-31$802,171
Employer contributions (assets) at beginning of year2022-12-31$652,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,117,901
Contract administrator fees2022-12-31$56,323
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 name2022-12-31MCM CPS'S & ADVISORS LLP
Accountancy firm EIN2022-12-31271235638
2021 : JENNIE STUART MEDICAL CENTER 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,214,712
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,505,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,414,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,718,157
Value of total assets at end of year2021-12-31$28,038,435
Value of total assets at beginning of year2021-12-31$23,328,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$90,272
Total interest from all sources2021-12-31$11,831
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,344,072
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$1,344,072
Administrative expenses professional fees incurred2021-12-31$8,570
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$2,030,757
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$35,063
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$4,709,587
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,038,435
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,328,848
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
Investment advisory and management fees2021-12-31$31,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,745,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,515,517
Interest earned on other investments2021-12-31$11,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$640,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$241,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,140,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$652,337
Employer contributions (assets) at end of year2021-12-31$652,337
Employer contributions (assets) at beginning of year2021-12-31$572,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,414,853
Contract administrator fees2021-12-31$50,452
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 name2021-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31271235638
2020 : JENNIE STUART MEDICAL CENTER 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,691,127
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,363,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,289,161
Value of total corrective distributions2020-12-31$5,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,451,544
Value of total assets at end of year2020-12-31$23,328,848
Value of total assets at beginning of year2020-12-31$19,001,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$68,784
Total interest from all sources2020-12-31$5,608
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$816,437
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$816,437
Administrative expenses professional fees incurred2020-12-31$8,161
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$1,739,853
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$139,371
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$2,963
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$4,327,612
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,328,848
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,001,236
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$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,515,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,195,820
Interest earned on other investments2020-12-31$5,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$241,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$208,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,417,538
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$572,320
Employer contributions (assets) at end of year2020-12-31$572,320
Employer contributions (assets) at beginning of year2020-12-31$593,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,289,161
Contract administrator fees2020-12-31$41,873
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2020-12-31271235638
2019 : JENNIE STUART MEDICAL CENTER 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,469,180
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,073,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,000,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,361,387
Value of total assets at end of year2019-12-31$19,001,236
Value of total assets at beginning of year2019-12-31$14,605,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,577
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,039,329
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$1,039,329
Administrative expenses professional fees incurred2019-12-31$5,701
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$1,743,133
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,406
Other income not declared elsewhere2019-12-31$6,114
Total non interest bearing cash at end of year2019-12-31$2,963
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,395,360
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,001,236
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,605,876
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$18,833
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,195,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,848,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$208,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$187,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,062,350
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$593,848
Employer contributions (assets) at end of year2019-12-31$593,848
Employer contributions (assets) at beginning of year2019-12-31$569,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,000,243
Contract administrator fees2019-12-31$49,043
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 name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2019-12-31271235638
2018 : JENNIE STUART MEDICAL CENTER 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,553,846
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,061,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$989,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,228,218
Value of total assets at end of year2018-12-31$14,605,876
Value of total assets at beginning of year2018-12-31$14,113,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$72,264
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$639,696
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$639,696
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$1,596,247
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$62,645
Other income not declared elsewhere2018-12-31$4,492
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$492,256
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,605,876
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,113,620
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$21,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,848,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,401,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$187,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$168,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,318,560
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$569,326
Employer contributions (assets) at end of year2018-12-31$569,326
Employer contributions (assets) at beginning of year2018-12-31$543,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$989,326
Contract administrator fees2018-12-31$51,014
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 name2018-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2018-12-31271235638
2017 : JENNIE STUART MEDICAL CENTER 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$13,148,595
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$436,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$361,956
Value of total corrective distributions2017-12-31$3,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,472,113
Value of total assets at end of year2017-12-31$14,113,620
Value of total assets at beginning of year2017-12-31$1,401,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70,506
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$357,469
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$357,469
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$1,552,953
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,375,585
Other income not declared elsewhere2017-12-31$3,188
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$12,712,233
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,113,620
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,401,387
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$27,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,401,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,020,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$168,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,315,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$543,575
Employer contributions (assets) at end of year2017-12-31$543,575
Employer contributions (assets) at beginning of year2017-12-31$367,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$361,956
Contract administrator fees2017-12-31$43,481
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 name2017-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2017-12-31271235638
2016 : JENNIE STUART MEDICAL CENTER 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,430,539
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$29,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,405,865
Value of total assets at end of year2016-12-31$1,401,387
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,866
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$33,393
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$33,393
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,034,181
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,082
Other income not declared elsewhere2016-12-31$92
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$1,401,387
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,401,387
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
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$1,667
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,020,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-8,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$367,602
Employer contributions (assets) at end of year2016-12-31$367,602
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,286
Contract administrator fees2016-12-31$16,199
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 name2016-12-31MOUNTJOY CHILTON MEDLEY, LLP
Accountancy firm EIN2016-12-31271235638

Form 5500 Responses for JENNIE STUART MEDICAL CENTER 403(B) PLAN

2022: JENNIE STUART MEDICAL CENTER 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JENNIE STUART MEDICAL CENTER 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JENNIE STUART MEDICAL CENTER 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JENNIE STUART MEDICAL CENTER 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JENNIE STUART MEDICAL CENTER 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JENNIE STUART MEDICAL CENTER 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JENNIE STUART MEDICAL CENTER 403(B) PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01First time form 5500 has been submittedYes
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810449A
Policy instance 1
Insurance contract or identification number810449A
Number of Individuals Covered21
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810449A
Policy instance 1
Insurance contract or identification number810449A
Number of Individuals Covered22
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810449A
Policy instance 1
Insurance contract or identification number810449A
Number of Individuals Covered19
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810449A
Policy instance 1
Insurance contract or identification number810449A
Number of Individuals Covered18
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810449A
Policy instance 1
Insurance contract or identification number810449A
Number of Individuals Covered20
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810449A
Policy instance 1
Insurance contract or identification number810449A
Number of Individuals Covered21
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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