401k Plan data: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN plan

OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 401k Plan overview

Plan Name	OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN
Plan identification number	004

OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

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 403(B) SAFE HARBOR PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01 JOHN HACKBARTH
004 2017-01-01 JOHN HACKBARTH
004 2016-01-01 JOHN HACKBARTH JOHN HACKBARTH 2017-07-27
004 2015-01-01 JOHN HACKBARTH
004 2014-01-01 JOHN HACKBARTH

Plan Statistics for OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN

401k plan membership statisitcs for OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN

Measure Date Value
2022: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4,120
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3,766
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 726
Total of all active and inactive participants 2022-01-01 4,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4,497
Number of participants with account balances 2022-01-01 4,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 185
2021: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4,563
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3,569
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 545
Total of all active and inactive participants 2021-01-01 4,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4,119
Number of participants with account balances 2021-01-01 4,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 142
2020: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,960
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,989
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 356
Total of all active and inactive participants 2020-01-01 3,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3,350
Number of participants with account balances 2020-01-01 3,326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 66
2019: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,705
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,684
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 273
Total of all active and inactive participants 2019-01-01 2,960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2,960
Number of participants with account balances 2019-01-01 2,959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 52
2018: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,561
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,466
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 238
Total of all active and inactive participants 2018-01-01 2,705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2,705
Number of participants with account balances 2018-01-01 2,692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 60
2017: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,183
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,277
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 279
Total of all active and inactive participants 2017-01-01 2,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2,557
Number of participants with account balances 2017-01-01 2,532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 67
2016: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,978
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,031
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 152
Total of all active and inactive participants 2016-01-01 2,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2,183
Number of participants with account balances 2016-01-01 2,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 72
2015: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 852
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,409
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 97
Total of all active and inactive participants 2015-01-01 1,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,506
Number of participants with account balances 2015-01-01 1,457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 84
2014: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 403
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 792
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 60
Total of all active and inactive participants 2014-01-01 852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 852
Number of participants with account balances 2014-01-01 816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 32

Measure	Date	Value
2022: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4,120
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3,766
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	726
Total of all active and inactive participants	2022-01-01	4,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4,497
Number of participants with account balances	2022-01-01	4,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	185
2021: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4,563
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3,569
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	545
Total of all active and inactive participants	2021-01-01	4,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4,119
Number of participants with account balances	2021-01-01	4,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	142
2020: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,960
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,989
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	356
Total of all active and inactive participants	2020-01-01	3,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3,350
Number of participants with account balances	2020-01-01	3,326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	66
2019: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,705
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,684
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	273
Total of all active and inactive participants	2019-01-01	2,960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2,960
Number of participants with account balances	2019-01-01	2,959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	52
2018: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,561
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,466
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	238
Total of all active and inactive participants	2018-01-01	2,705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2,705
Number of participants with account balances	2018-01-01	2,692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	60
2017: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,183
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,277
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	279
Total of all active and inactive participants	2017-01-01	2,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2,557
Number of participants with account balances	2017-01-01	2,532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	67
2016: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,978
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,031
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	152
Total of all active and inactive participants	2016-01-01	2,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2,183
Number of participants with account balances	2016-01-01	2,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	72
2015: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	852
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,409
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	97
Total of all active and inactive participants	2015-01-01	1,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,506
Number of participants with account balances	2015-01-01	1,457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	84
2014: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	403
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	792
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	60
Total of all active and inactive participants	2014-01-01	852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	852
Number of participants with account balances	2014-01-01	816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	32

Financial Data on OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN

Measure	Date	Value
2022 : OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$295,950
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	$2,803,727
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$8,737,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$8,374,145
Expenses. Certain deemed distributions of participant loans	2022-12-31	$109,247
Value of total corrective distributions	2022-12-31	$1,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$25,861,586
Value of total assets at end of year	2022-12-31	$137,061,179
Value of total assets at beginning of year	2022-12-31	$142,698,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$252,644
Total interest from all sources	2022-12-31	$404,433
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,093,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,093,429
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$14,566,844
Participant contributions at end of year	2022-12-31	$1,454,674
Participant contributions at beginning of year	2022-12-31	$1,178,817
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$25,459,428
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$23,469,674
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,029,029
Other income not declared elsewhere	2022-12-31	$-2,562
Administrative expenses (other) incurred	2022-12-31	$1,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,933,528
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$137,061,179
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$142,698,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$110,147,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$118,050,266
Interest on participant loans	2022-12-31	$58,008
Interest earned on other investments	2022-12-31	$346,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-25,553,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$9,265,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$8,374,145
Contract administrator fees	2022-12-31	$250,969
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EBELHAR WHITEHEAD PLLC
Accountancy firm EIN	2022-12-31	272616366
2021 : OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$1,098,655
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	$42,373,268
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$9,362,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$9,025,114
Expenses. Certain deemed distributions of participant loans	2021-12-31	$74,549
Value of total corrective distributions	2021-12-31	$36,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$28,947,151
Value of total assets at end of year	2021-12-31	$142,698,757
Value of total assets at beginning of year	2021-12-31	$108,589,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$225,778
Total interest from all sources	2021-12-31	$367,660
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,783,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,783,865
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$13,037,867
Participant contributions at end of year	2021-12-31	$1,178,817
Participant contributions at beginning of year	2021-12-31	$1,048,528
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$23,469,674
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$17,384,093
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$7,884,318
Other income not declared elsewhere	2021-12-31	$16,025
Administrative expenses (other) incurred	2021-12-31	$225,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$33,010,995
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$142,698,757
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$108,589,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$118,050,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$90,156,486
Interest on participant loans	2021-12-31	$51,528
Interest earned on other investments	2021-12-31	$316,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$11,258,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$8,024,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$9,025,114
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EBELHAR WHITEHEAD PLLC
Accountancy firm EIN	2021-12-31	272616366
2020 : OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$13,280
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	$34,559,393
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,188,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,867,002
Expenses. Certain deemed distributions of participant loans	2020-12-31	$139,879
Value of total corrective distributions	2020-12-31	$81
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$19,109,981
Value of total assets at end of year	2020-12-31	$108,589,107
Value of total assets at beginning of year	2020-12-31	$79,205,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$181,728
Total interest from all sources	2020-12-31	$285,022
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$884,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$884,087
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$10,293,762
Participant contributions at end of year	2020-12-31	$1,048,528
Participant contributions at beginning of year	2020-12-31	$700,390
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$17,384,093
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$12,896,074
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,315,108
Other income not declared elsewhere	2020-12-31	$-7,571
Administrative expenses (other) incurred	2020-12-31	$181,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$29,370,703
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$108,589,107
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$79,205,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$90,156,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$65,608,660
Interest on participant loans	2020-12-31	$42,456
Interest earned on other investments	2020-12-31	$242,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$14,287,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$6,501,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,867,002
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	EBELHAR WHITEHEAD PLLC
Accountancy firm EIN	2020-12-31	272616366
2019 : OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$27,801,423
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,929,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,675,298
Expenses. Certain deemed distributions of participant loans	2019-12-31	$102,907
Value of total corrective distributions	2019-12-31	$2,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$14,977,955
Value of total assets at end of year	2019-12-31	$79,205,124
Value of total assets at beginning of year	2019-12-31	$56,333,636
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$148,813
Total interest from all sources	2019-12-31	$244,782
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$950,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$950,436
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$8,643,633
Participant contributions at end of year	2019-12-31	$700,390
Participant contributions at beginning of year	2019-12-31	$513,770
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$12,896,074
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$9,187,109
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$656,202
Other income not declared elsewhere	2019-12-31	$-2,028
Administrative expenses (other) incurred	2019-12-31	$148,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$22,871,488
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$79,205,124
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$56,333,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$65,608,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$46,632,757
Interest on participant loans	2019-12-31	$31,439
Interest earned on other investments	2019-12-31	$213,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$11,630,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$5,678,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,675,298
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EBELHAR WHITEHEAD PLLC
Accountancy firm EIN	2019-12-31	272616366
2018 : OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$10,847,999
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$5,649,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,412,302
Expenses. Certain deemed distributions of participant loans	2018-12-31	$105,882
Value of total corrective distributions	2018-12-31	$384
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$13,822,410
Value of total assets at end of year	2018-12-31	$56,333,636
Value of total assets at beginning of year	2018-12-31	$51,135,481
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$131,276
Total interest from all sources	2018-12-31	$184,871
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$716,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$716,290
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$7,663,903
Participant contributions at end of year	2018-12-31	$513,770
Participant contributions at beginning of year	2018-12-31	$405,582
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$9,187,109
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$8,051,776
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,211,926
Other income not declared elsewhere	2018-12-31	$-354
Administrative expenses (other) incurred	2018-12-31	$131,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$5,198,155
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$56,333,636
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$51,135,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$46,632,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$42,678,123
Interest on participant loans	2018-12-31	$23,019
Interest earned on other investments	2018-12-31	$161,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,875,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$4,946,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,412,302
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	EBELHAR WHITEHEAD PLLC
Accountancy firm EIN	2018-12-31	272616366
2017 : OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$9,961
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	$18,882,915
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,313,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,155,236
Expenses. Certain deemed distributions of participant loans	2017-12-31	$32,687
Value of total corrective distributions	2017-12-31	$115
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$11,547,295
Value of total assets at end of year	2017-12-31	$51,135,481
Value of total assets at beginning of year	2017-12-31	$35,556,037
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$125,394
Total interest from all sources	2017-12-31	$126,436
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$515,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$515,554
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$6,553,140
Participant contributions at end of year	2017-12-31	$405,582
Participant contributions at beginning of year	2017-12-31	$201,564
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$8,051,776
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$6,470,855
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$898,717
Other income not declared elsewhere	2017-12-31	$-1,276
Administrative expenses (other) incurred	2017-12-31	$125,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$15,569,483
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$51,135,481
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$35,556,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$42,678,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$28,883,618
Interest on participant loans	2017-12-31	$10,517
Interest earned on other investments	2017-12-31	$115,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,694,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$4,095,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,155,236
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	EBELHAR WHITEHEAD
Accountancy firm EIN	2017-12-31	272616366
2016 : OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$190,776
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	$15,317,259
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,389,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,273,140
Expenses. Certain deemed distributions of participant loans	2016-12-31	$7,265
Value of total corrective distributions	2016-12-31	$4,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$13,155,042
Value of total assets at end of year	2016-12-31	$35,556,037
Value of total assets at beginning of year	2016-12-31	$21,437,116
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$103,716
Total interest from all sources	2016-12-31	$86,452
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$396,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$396,339
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$5,637,657
Participant contributions at end of year	2016-12-31	$201,564
Participant contributions at beginning of year	2016-12-31	$74,263
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$6,470,855
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$3,830,544
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$4,087,973
Other income not declared elsewhere	2016-12-31	$-26
Administrative expenses (other) incurred	2016-12-31	$103,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$13,928,145
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$35,556,037
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$21,437,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$28,883,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$17,532,309
Interest on participant loans	2016-12-31	$4,528
Interest earned on other investments	2016-12-31	$81,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,679,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$3,429,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,273,140
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	EBELHAR WHITEHEAD
Accountancy firm EIN	2016-12-31	272616366
2015 : OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$7,272,233
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,458,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,391,802
Expenses. Certain deemed distributions of participant loans	2015-12-31	$13,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$7,258,720
Value of total assets at end of year	2015-12-31	$21,437,116
Value of total assets at beginning of year	2015-12-31	$15,623,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$53,751
Total interest from all sources	2015-12-31	$52,497
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$204,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$204,505
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,550,812
Participant contributions at end of year	2015-12-31	$74,263
Participant contributions at beginning of year	2015-12-31	$79,945
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$3,830,544
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$2,432,879
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,406,362
Other income not declared elsewhere	2015-12-31	$-10
Administrative expenses (other) incurred	2015-12-31	$53,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$5,813,510
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$21,437,116
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$15,623,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$17,532,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$13,110,782
Interest on participant loans	2015-12-31	$3,257
Interest earned on other investments	2015-12-31	$49,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-243,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,301,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,391,802
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	EBELHAR WHITEHEAD
Accountancy firm EIN	2015-12-31	272616366
2014 : OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$12,076,823
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	$4,701,265
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,154,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,096,501
Expenses. Certain deemed distributions of participant loans	2014-12-31	$36,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,757,784
Value of total assets at end of year	2014-12-31	$15,623,606
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$21,602
Total interest from all sources	2014-12-31	$19,474
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$174,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$174,013
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,420,294
Participant contributions at end of year	2014-12-31	$79,945
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$2,432,879
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$174,017
Other income not declared elsewhere	2014-12-31	$2,185
Administrative expenses (other) incurred	2014-12-31	$21,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,546,783
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$15,623,606
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$13,110,782
Interest on participant loans	2014-12-31	$4,124
Interest earned on other investments	2014-12-31	$15,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$747,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,163,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,096,501
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	EBELHAR WHITEHEAD
Accountancy firm EIN	2014-12-31	272616366

Form 5500 Responses for OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN

2022: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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