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OWENSBORO HEALTH RETIREMENT PLAN 401k Plan overview

Plan NameOWENSBORO HEALTH RETIREMENT PLAN
Plan identification number 001

OWENSBORO HEALTH RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

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

Company Name:OWENSBORO HEALTH, INC.
Employer identification number (EIN):611286361
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OWENSBORO HEALTH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RUSS RANALLO2023-12-06
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN HACKBARTH
0012016-01-01JOHN HACKBART
0012015-01-01JOHN HACKBARTH
0012014-01-01JOHN HACKBARTH
0012013-01-01MIA SUTER
0012012-01-01MIA SUTER JOHN HACKBARTH2013-10-15
0012011-01-01MIA SUTER
0012010-01-01MIA SUTER JOHN HACKBARTH2012-08-21
0012009-01-01JOHN HACKBARTH

Plan Statistics for OWENSBORO HEALTH RETIREMENT PLAN

401k plan membership statisitcs for OWENSBORO HEALTH RETIREMENT PLAN

Measure Date Value
2022: OWENSBORO HEALTH RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31149,302,827
Acturial value of plan assets2022-12-31143,666,013
Funding target for retired participants and beneficiaries receiving payment2022-12-316,766,095
Number of terminated vested participants2022-12-31742
Fundng target for terminated vested participants2022-12-3120,597,654
Active participant vested funding target2022-12-31104,688,788
Number of active participants2022-12-311,300
Total funding liabilities for active participants2022-12-31108,064,522
Total participant count2022-12-312,186
Total funding target for all participants2022-12-31135,428,271
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-317,751,535
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-316,689,590
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-311,061,945
Present value of excess contributions2022-12-31393,726
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31427,665
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31427,665
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-311,581,150
Total employer contributions2022-12-315,075,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-314,686,524
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-318,513,358
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-311,856,766
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-311,219,656
Additional cash requirement2022-12-31637,110
Contributions allocatedtoward minimum required contributions for current year2022-12-314,686,524
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012,186
Total number of active participants reported on line 7a of the Form 55002022-01-011,310
Number of retired or separated participants receiving benefits2022-01-01140
Number of other retired or separated participants entitled to future benefits2022-01-01625
Total of all active and inactive participants2022-01-012,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-012,084
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OWENSBORO HEALTH RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31149,177,538
Acturial value of plan assets2021-12-31138,969,615
Funding target for retired participants and beneficiaries receiving payment2021-12-316,578,135
Number of terminated vested participants2021-12-31726
Fundng target for terminated vested participants2021-12-3117,038,475
Active participant vested funding target2021-12-31105,930,210
Number of active participants2021-12-311,436
Total funding liabilities for active participants2021-12-31109,162,628
Total participant count2021-12-312,303
Total funding target for all participants2021-12-31132,779,238
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-318,232,628
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-318,232,628
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-316,958,290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-317,751,535
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-317,751,535
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-317,751,535
Total employer contributions2021-12-311,976,112
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-311,835,503
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-317,985,802
Net shortfall amortization installment of oustanding balance2021-12-311,561,158
Total funding amount beforereflecting carryover/prefunding balances2021-12-318,131,367
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-316,689,590
Additional cash requirement2021-12-311,441,777
Contributions allocatedtoward minimum required contributions for current year2021-12-311,835,503
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012,296
Total number of active participants reported on line 7a of the Form 55002021-01-011,300
Number of retired or separated participants receiving benefits2021-01-01137
Number of other retired or separated participants entitled to future benefits2021-01-01735
Total of all active and inactive participants2021-01-012,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-012,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: OWENSBORO HEALTH RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31140,079,072
Acturial value of plan assets2020-12-31135,120,544
Funding target for retired participants and beneficiaries receiving payment2020-12-316,638,522
Number of terminated vested participants2020-12-31710
Fundng target for terminated vested participants2020-12-3114,121,942
Active participant vested funding target2020-12-31108,428,457
Number of active participants2020-12-311,593
Total funding liabilities for active participants2020-12-31111,637,893
Total participant count2020-12-312,444
Total funding target for all participants2020-12-31132,398,357
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-317,820,488
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-318,232,628
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-318,232,628
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-318,232,628
Total employer contributions2020-12-318,492,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-317,899,795
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-317,720,533
Net shortfall amortization installment of oustanding balance2020-12-315,510,441
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-319,174,133
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-318,232,628
Additional cash requirement2020-12-31941,505
Contributions allocatedtoward minimum required contributions for current year2020-12-317,899,795
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,438
Total number of active participants reported on line 7a of the Form 55002020-01-011,436
Number of retired or separated participants receiving benefits2020-01-01133
Number of other retired or separated participants entitled to future benefits2020-01-01719
Total of all active and inactive participants2020-01-012,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-012,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: OWENSBORO HEALTH RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31110,664,115
Acturial value of plan assets2019-12-31117,408,868
Funding target for retired participants and beneficiaries receiving payment2019-12-315,155,592
Number of terminated vested participants2019-12-31715
Fundng target for terminated vested participants2019-12-3113,186,636
Active participant vested funding target2019-12-31100,372,306
Number of active participants2019-12-311,734
Total funding liabilities for active participants2019-12-31103,388,663
Total participant count2019-12-312,572
Total funding target for all participants2019-12-31121,730,891
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3118,677,570
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3117,706,137
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-318,786,275
Net shortfall amortization installment of oustanding balance2019-12-314,322,023
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-319,885,649
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-319,885,649
Contributions allocatedtoward minimum required contributions for current year2019-12-3117,706,137
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012,567
Total number of active participants reported on line 7a of the Form 55002019-01-011,593
Number of retired or separated participants receiving benefits2019-01-01135
Number of other retired or separated participants entitled to future benefits2019-01-01704
Total of all active and inactive participants2019-01-012,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-012,438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: OWENSBORO HEALTH RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31117,132,054
Acturial value of plan assets2018-12-31110,929,889
Funding target for retired participants and beneficiaries receiving payment2018-12-314,719,064
Number of terminated vested participants2018-12-31712
Fundng target for terminated vested participants2018-12-3112,948,720
Active participant vested funding target2018-12-3197,794,245
Number of active participants2018-12-311,913
Total funding liabilities for active participants2018-12-31100,636,230
Total participant count2018-12-312,745
Total funding target for all participants2018-12-31118,304,014
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3110,463,383
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3110,106,243
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-318,689,454
Net shortfall amortization installment of oustanding balance2018-12-317,374,125
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3110,106,243
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3110,106,243
Contributions allocatedtoward minimum required contributions for current year2018-12-3110,106,243
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,735
Total number of active participants reported on line 7a of the Form 55002018-01-011,734
Number of retired or separated participants receiving benefits2018-01-01117
Number of other retired or separated participants entitled to future benefits2018-01-01710
Total of all active and inactive participants2018-01-012,561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-012,567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: OWENSBORO HEALTH RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31101,823,139
Acturial value of plan assets2017-12-31102,022,851
Funding target for retired participants and beneficiaries receiving payment2017-12-314,180,364
Number of terminated vested participants2017-12-31781
Fundng target for terminated vested participants2017-12-3113,098,935
Active participant vested funding target2017-12-3189,499,948
Number of active participants2017-12-312,046
Total funding liabilities for active participants2017-12-3192,889,434
Total participant count2017-12-312,945
Total funding target for all participants2017-12-31110,168,733
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3110,799,216
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3110,304,628
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-318,920,532
Net shortfall amortization installment of oustanding balance2017-12-318,145,882
Total funding amount beforereflecting carryover/prefunding balances2017-12-3110,304,628
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3110,304,628
Contributions allocatedtoward minimum required contributions for current year2017-12-3110,304,628
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,932
Total number of active participants reported on line 7a of the Form 55002017-01-011,910
Number of retired or separated participants receiving benefits2017-01-01116
Number of other retired or separated participants entitled to future benefits2017-01-01703
Total of all active and inactive participants2017-01-012,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-012,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: OWENSBORO HEALTH RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3191,954,381
Acturial value of plan assets2016-12-3198,058,815
Funding target for retired participants and beneficiaries receiving payment2016-12-313,412,556
Number of terminated vested participants2016-12-31822
Fundng target for terminated vested participants2016-12-3111,935,808
Active participant vested funding target2016-12-3181,275,398
Number of active participants2016-12-312,269
Total funding liabilities for active participants2016-12-3185,100,499
Total participant count2016-12-313,197
Total funding target for all participants2016-12-31100,448,863
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-319,528,406
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-318,653,691
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-318,258,799
Net shortfall amortization installment of oustanding balance2016-12-312,390,048
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-318,653,691
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-318,653,691
Contributions allocatedtoward minimum required contributions for current year2016-12-318,653,691
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-013,188
Total number of active participants reported on line 7a of the Form 55002016-01-012,042
Number of retired or separated participants receiving benefits2016-01-01114
Number of other retired or separated participants entitled to future benefits2016-01-01772
Total of all active and inactive participants2016-01-012,928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-012,932
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: OWENSBORO HEALTH RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,215
Total number of active participants reported on line 7a of the Form 55002015-01-012,260
Number of retired or separated participants receiving benefits2015-01-01104
Number of other retired or separated participants entitled to future benefits2015-01-01822
Total of all active and inactive participants2015-01-013,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-013,188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: OWENSBORO HEALTH RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,174
Total number of active participants reported on line 7a of the Form 55002014-01-012,449
Number of retired or separated participants receiving benefits2014-01-01100
Number of other retired or separated participants entitled to future benefits2014-01-01657
Total of all active and inactive participants2014-01-013,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-013,215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0199
2013: OWENSBORO HEALTH RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,267
Total number of active participants reported on line 7a of the Form 55002013-01-012,447
Number of retired or separated participants receiving benefits2013-01-01101
Number of other retired or separated participants entitled to future benefits2013-01-01618
Total of all active and inactive participants2013-01-013,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-013,174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0156
2012: OWENSBORO HEALTH RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,166
Total number of active participants reported on line 7a of the Form 55002012-01-012,460
Number of retired or separated participants receiving benefits2012-01-01101
Number of other retired or separated participants entitled to future benefits2012-01-01537
Total of all active and inactive participants2012-01-013,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-013,106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0174
2011: OWENSBORO HEALTH RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,021
Total number of active participants reported on line 7a of the Form 55002011-01-012,429
Number of retired or separated participants receiving benefits2011-01-0199
Number of other retired or separated participants entitled to future benefits2011-01-01452
Total of all active and inactive participants2011-01-012,980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-012,988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0169
2010: OWENSBORO HEALTH RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,925
Total number of active participants reported on line 7a of the Form 55002010-01-012,412
Number of retired or separated participants receiving benefits2010-01-01100
Number of other retired or separated participants entitled to future benefits2010-01-01380
Total of all active and inactive participants2010-01-012,892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-016
Total participants2010-01-012,898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0167
2009: OWENSBORO HEALTH RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,740
Total number of active participants reported on line 7a of the Form 55002009-01-012,359
Number of retired or separated participants receiving benefits2009-01-01102
Number of other retired or separated participants entitled to future benefits2009-01-01315
Total of all active and inactive participants2009-01-012,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-012,783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0160

Financial Data on OWENSBORO HEALTH RETIREMENT PLAN

Measure Date Value
2022 : OWENSBORO HEALTH RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-17,852,853
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,925,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,663,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,976,112
Value of total assets at end of year2022-12-31$116,590,417
Value of total assets at beginning of year2022-12-31$147,368,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$261,798
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,831,951
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$3,831,951
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-30,777,972
Value of net assets at end of year (total assets less liabilities)2022-12-31$116,590,417
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$147,368,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$106,452,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$121,667,298
Value of interest in pooled separate accounts at end of year2022-12-31$10,137,973
Value of interest in pooled separate accounts at beginning of year2022-12-31$25,701,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,553,032
Net investment gain/loss from pooled separate accounts2022-12-31$-5,107,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$1,976,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,663,321
Contract administrator fees2022-12-31$261,798
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 name2022-12-31EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN2022-12-31272616366
2021 : OWENSBORO HEALTH RETIREMENT 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$20,640,506
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$14,146,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,852,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,492,000
Value of total assets at end of year2021-12-31$147,368,389
Value of total assets at beginning of year2021-12-31$140,874,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$294,392
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,356,521
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$2,356,521
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Administrative expenses (other) incurred2021-12-31$294,392
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$6,493,816
Value of net assets at end of year (total assets less liabilities)2021-12-31$147,368,389
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$140,874,573
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$121,667,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$130,216,840
Value of interest in pooled separate accounts at end of year2021-12-31$25,701,091
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,657,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,328,085
Net investment gain/loss from pooled separate accounts2021-12-31$2,463,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$8,492,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,852,298
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 name2021-12-31EBELHAR WHITEHEAD , PLLC
Accountancy firm EIN2021-12-31272616366
2020 : OWENSBORO HEALTH RETIREMENT 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$26,385,641
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,801,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,529,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,011,009
Value of total assets at end of year2020-12-31$140,874,573
Value of total assets at beginning of year2020-12-31$129,290,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$272,704
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,838,763
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$2,838,763
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Administrative expenses (other) incurred2020-12-31$272,704
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$11,583,703
Value of net assets at end of year (total assets less liabilities)2020-12-31$140,874,573
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$129,290,870
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$130,216,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$112,390,765
Value of interest in pooled separate accounts at end of year2020-12-31$10,657,733
Value of interest in pooled separate accounts at beginning of year2020-12-31$16,900,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,064,760
Net investment gain/loss from pooled separate accounts2020-12-31$471,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$11,011,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,529,234
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 name2020-12-31EBELHAR WHITEHEAD , PLLC
Accountancy firm EIN2020-12-31272616366
2019 : OWENSBORO HEALTH RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,627
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$30,717,960
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,470,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,198,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,293,787
Value of total assets at end of year2019-12-31$129,290,870
Value of total assets at beginning of year2019-12-31$108,042,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$272,917
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,221,042
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$3,221,042
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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
Administrative expenses (other) incurred2019-12-31$272,917
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$21,247,041
Value of net assets at end of year (total assets less liabilities)2019-12-31$129,290,870
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$108,042,202
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$112,390,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$98,502,991
Value of interest in pooled separate accounts at end of year2019-12-31$16,900,105
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,539,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,940,637
Net investment gain/loss from pooled separate accounts2019-12-31$2,262,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$10,293,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,198,002
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 name2019-12-31EBELHAR WHITEHEAD , PLLC
Accountancy firm EIN2019-12-31272616366
2018 : OWENSBORO HEALTH RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,610
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$4,996,508
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,863,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,611,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,145,104
Value of total assets at end of year2018-12-31$108,042,202
Value of total assets at beginning of year2018-12-31$112,907,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$251,594
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,618,367
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$2,618,367
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Administrative expenses (other) incurred2018-12-31$251,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,866,798
Value of net assets at end of year (total assets less liabilities)2018-12-31$108,042,202
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$112,907,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$98,502,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$96,046,653
Value of interest in pooled separate accounts at end of year2018-12-31$9,539,211
Value of interest in pooled separate accounts at beginning of year2018-12-31$16,860,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,772,246
Net investment gain/loss from pooled separate accounts2018-12-31$-994,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$12,145,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,611,712
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 name2018-12-31EBELHAR WHITEHEAD , PLLC
Accountancy firm EIN2018-12-31272616366
2017 : OWENSBORO HEALTH RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,579
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$28,648,214
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,409,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,211,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,018,364
Value of total assets at end of year2017-12-31$112,907,390
Value of total assets at beginning of year2017-12-31$92,666,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$197,369
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Administrative expenses (other) incurred2017-12-31$197,369
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$20,239,011
Value of net assets at end of year (total assets less liabilities)2017-12-31$112,907,390
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$92,666,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$96,046,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$75,749,442
Value of interest in pooled separate accounts at end of year2017-12-31$16,860,737
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,917,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,721,047
Net investment gain/loss from pooled separate accounts2017-12-31$1,908,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$16,018,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,211,834
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 name2017-12-31EBELHAR WHITEHEAD , PLLC
Accountancy firm EIN2017-12-31272616366
2016 : OWENSBORO HEALTH RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,560
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$11,433,824
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,275,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,068,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,489,989
Value of total assets at end of year2016-12-31$92,666,800
Value of total assets at beginning of year2016-12-31$90,506,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$206,646
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,775,344
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$1,775,344
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Other income not declared elsewhere2016-12-31$1,291
Administrative expenses (other) incurred2016-12-31$206,646
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$2,158,404
Value of net assets at end of year (total assets less liabilities)2016-12-31$92,666,800
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$90,506,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$75,749,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$71,942,801
Value of interest in pooled separate accounts at end of year2016-12-31$16,917,358
Value of interest in pooled separate accounts at beginning of year2016-12-31$17,600,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,357,840
Net investment gain/loss from pooled separate accounts2016-12-31$1,809,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$1,489,989
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$964,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,068,774
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 name2016-12-31EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN2016-12-31272616366
2015 : OWENSBORO HEALTH RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,867,711
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,161,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,000,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,508,812
Value of total assets at end of year2015-12-31$90,506,836
Value of total assets at beginning of year2015-12-31$96,800,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$161,314
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,784,192
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$1,784,192
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$161,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,293,870
Value of net assets at end of year (total assets less liabilities)2015-12-31$90,506,836
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$96,800,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$71,942,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$75,829,111
Value of interest in pooled separate accounts at end of year2015-12-31$17,600,009
Value of interest in pooled separate accounts at beginning of year2015-12-31$18,272,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,676,876
Net investment gain/loss from pooled separate accounts2015-12-31$-748,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$5,508,812
Employer contributions (assets) at end of year2015-12-31$964,026
Employer contributions (assets) at beginning of year2015-12-31$2,697,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,000,267
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 name2015-12-31EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN2015-12-31272616366
2014 : OWENSBORO HEALTH RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$13,542,879
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,148,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,866,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,599,264
Value of total assets at end of year2014-12-31$96,800,706
Value of total assets at beginning of year2014-12-31$90,406,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$281,855
Total interest from all sources2014-12-31$1,817,457
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$80,745
Administrative expenses (other) incurred2014-12-31$281,855
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$6,394,208
Value of net assets at end of year (total assets less liabilities)2014-12-31$96,800,706
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$90,406,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$75,829,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,898,168
Value of interest in pooled separate accounts at end of year2014-12-31$18,272,343
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest earned on other investments2014-12-31$1,817,457
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,268
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,416,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,416,217
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$17,839,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,045,249
Net investment gain/loss from pooled separate accounts2014-12-31$80,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,599,264
Employer contributions (assets) at end of year2014-12-31$2,697,984
Employer contributions (assets) at beginning of year2014-12-31$3,460,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,866,816
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$18,711,110
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 name2014-12-31EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN2014-12-31272616366
2013 : OWENSBORO HEALTH RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,119,987
Total unrealized appreciation/depreciation of assets2013-12-31$4,119,987
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$22,656,618
Total loss/gain on sale of assets2013-12-31$629,902
Total of all expenses incurred2013-12-31$7,078,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,866,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,027,943
Value of total assets at end of year2013-12-31$90,406,498
Value of total assets at beginning of year2013-12-31$74,828,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$211,885
Total interest from all sources2013-12-31$4,217
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,549,187
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$1,245,126
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$80,745
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$81,556
Other income not declared elsewhere2013-12-31$158,447
Administrative expenses (other) incurred2013-12-31$73,568
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$15,577,963
Value of net assets at end of year (total assets less liabilities)2013-12-31$90,406,498
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$74,828,535
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$138,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$40,898,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$37,060,851
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,416,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,773,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,773,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,217
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$17,839,472
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$13,335,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,589,437
Net gain/loss from 103.12 investment entities2013-12-31$4,577,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$9,027,943
Employer contributions (assets) at end of year2013-12-31$3,460,786
Employer contributions (assets) at beginning of year2013-12-31$2,814,113
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$304,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,866,770
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$18,711,110
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$13,762,933
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
Aggregate proceeds on sale of assets2013-12-31$11,135,845
Aggregate carrying amount (costs) on sale of assets2013-12-31$10,505,943
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 name2013-12-31EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN2013-12-31272616366
2012 : OWENSBORO HEALTH RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,699,966
Total unrealized appreciation/depreciation of assets2012-12-31$1,699,966
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$15,627,532
Total loss/gain on sale of assets2012-12-31$494,413
Total of all expenses incurred2012-12-31$5,206,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,023,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,810,313
Value of total assets at end of year2012-12-31$74,828,535
Value of total assets at beginning of year2012-12-31$64,407,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$182,610
Total interest from all sources2012-12-31$3,271
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,707,834
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$1,424,242
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$81,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$93,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$181
Administrative expenses (other) incurred2012-12-31$45,926
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$10,421,346
Value of net assets at end of year (total assets less liabilities)2012-12-31$74,828,535
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$64,407,189
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$136,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$37,060,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$33,468,738
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,773,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,652,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,652,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,271
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$13,335,976
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$11,652,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,164,372
Net gain/loss from 103.12 investment entities2012-12-31$1,747,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$7,810,313
Employer contributions (assets) at end of year2012-12-31$2,814,113
Employer contributions (assets) at beginning of year2012-12-31$3,218,608
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$283,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,023,576
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$13,762,933
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$11,321,543
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
Aggregate proceeds on sale of assets2012-12-31$8,274,005
Aggregate carrying amount (costs) on sale of assets2012-12-31$7,779,592
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 name2012-12-31EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN2012-12-31272616366
2011 : OWENSBORO HEALTH RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$90,157
Total unrealized appreciation/depreciation of assets2011-12-31$90,157
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$8,951,241
Total loss/gain on sale of assets2011-12-31$-151,418
Total of all expenses incurred2011-12-31$5,725,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,541,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,208,079
Value of total assets at end of year2011-12-31$64,407,189
Value of total assets at beginning of year2011-12-31$61,181,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$183,387
Total interest from all sources2011-12-31$1,421
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,441,619
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$1,215,570
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$93,451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$89,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$41,065
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$3,225,868
Value of net assets at end of year (total assets less liabilities)2011-12-31$64,407,189
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$61,181,321
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$142,322
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$33,468,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$33,141,425
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,652,777
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,561,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,561,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,421
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$11,652,072
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$11,452,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-896,040
Net gain/loss from 103.12 investment entities2011-12-31$257,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$8,208,079
Employer contributions (assets) at end of year2011-12-31$3,218,608
Employer contributions (assets) at beginning of year2011-12-31$3,647,097
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$226,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,541,986
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$11,321,543
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$11,288,538
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
Aggregate proceeds on sale of assets2011-12-31$9,679,257
Aggregate carrying amount (costs) on sale of assets2011-12-31$9,830,675
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 name2011-12-31EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN2011-12-31272616366
2010 : OWENSBORO HEALTH RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,014,256
Total unrealized appreciation/depreciation of assets2010-12-31$5,014,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,181
Total income from all sources (including contributions)2010-12-31$13,515,937
Total loss/gain on sale of assets2010-12-31$100,284
Total of all expenses incurred2010-12-31$5,043,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,907,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,097,388
Value of total assets at end of year2010-12-31$61,181,321
Value of total assets at beginning of year2010-12-31$52,722,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$135,664
Total interest from all sources2010-12-31$1,460
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$171,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$31,034
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$89,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$102,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$13,181
Administrative expenses (other) incurred2010-12-31$35,975
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$8,472,333
Value of net assets at end of year (total assets less liabilities)2010-12-31$61,181,321
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$52,708,988
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$99,689
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$33,141,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$29,918,856
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,561,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,822,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,822,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,460
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$11,452,675
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$9,785,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,129,607
Net gain/loss from 103.12 investment entities2010-12-31$1,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$7,097,388
Employer contributions (assets) at end of year2010-12-31$3,647,097
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$171,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,907,940
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$11,288,538
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$10,061,664
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
Aggregate proceeds on sale of assets2010-12-31$10,060,231
Aggregate carrying amount (costs) on sale of assets2010-12-31$9,959,947
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 name2010-12-31EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN2010-12-31272616366

Form 5500 Responses for OWENSBORO HEALTH RETIREMENT PLAN

2022: OWENSBORO HEALTH RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: OWENSBORO HEALTH RETIREMENT 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: OWENSBORO HEALTH RETIREMENT 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: OWENSBORO HEALTH RETIREMENT 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: OWENSBORO HEALTH RETIREMENT 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: OWENSBORO HEALTH RETIREMENT 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: OWENSBORO HEALTH RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OWENSBORO HEALTH RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OWENSBORO HEALTH RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OWENSBORO HEALTH RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OWENSBORO HEALTH RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OWENSBORO HEALTH RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OWENSBORO HEALTH RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OWENSBORO HEALTH RETIREMENT 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017464
Policy instance 1
Insurance contract or identification number017464
Number of Individuals Covered2084
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017464
Policy instance 1
Insurance contract or identification number017464
Number of Individuals Covered2179
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017464
Policy instance 1
Insurance contract or identification number017464
Number of Individuals Covered2296
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017464
Policy instance 1
Insurance contract or identification number017464
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017464
Policy instance 1
Insurance contract or identification number017464
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017464
Policy instance 1
Insurance contract or identification number017464
Number of Individuals Covered2735
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017464
Policy instance 1
Insurance contract or identification number017464
Number of Individuals Covered3188
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017464
Policy instance 1
Insurance contract or identification number017464
Number of Individuals Covered3215
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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