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SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 401k Plan overview

Plan NameSOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN
Plan identification number 001

SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES
Employer identification number (EIN):631178135
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PAMYLON G. BOWERS2023-10-12 PAMYLON G. BOWERS2023-10-12
0012021-01-01PAMYLON G. BOWERS2022-10-04
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN A. LITTLE
0012016-01-01JOHN A. LITTLE
0012015-01-01JOHN A. LITTLE
0012014-01-01JOHN A. LITTLE
0012013-01-01JOHN A. LITTLE
0012012-01-01JOHN A. LITTLE
0012011-01-01JOHN A. LITTLE

Plan Statistics for SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN

401k plan membership statisitcs for SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN

Measure Date Value
2022: SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01235
Total number of active participants reported on line 7a of the Form 55002022-01-01176
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-0165
Total of all active and inactive participants2022-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01255
Number of participants with account balances2022-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01225
Total number of active participants reported on line 7a of the Form 55002021-01-01158
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0177
Total of all active and inactive participants2021-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01235
Number of participants with account balances2021-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01225
Total number of active participants reported on line 7a of the Form 55002020-01-01173
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01224
Total participants2020-01-01224
Number of participants with account balances2020-01-01183
2019: SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01159
Total number of active participants reported on line 7a of the Form 55002019-01-01165
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01225
Number of participants with account balances2019-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01153
Total number of active participants reported on line 7a of the Form 55002018-01-01110
Number of other retired or separated participants entitled to future benefits2018-01-0149
Total of all active and inactive participants2018-01-01159
Total participants2018-01-01159
Number of participants with account balances2018-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01137
Total number of active participants reported on line 7a of the Form 55002017-01-01138
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01153
Total participants2017-01-01153
Number of participants with account balances2017-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01119
Total number of active participants reported on line 7a of the Form 55002016-01-01123
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01137
Total participants2016-01-01137
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01103
Total number of active participants reported on line 7a of the Form 55002015-01-01110
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01119
Total participants2015-01-01119
Number of participants with account balances2015-01-01111
2014: SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0187
Total number of active participants reported on line 7a of the Form 55002014-01-0195
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01103
Total participants2014-01-01103
Number of participants with account balances2014-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0165
Total number of active participants reported on line 7a of the Form 55002013-01-0179
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0187
Total participants2013-01-0187
Number of participants with account balances2013-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0149
Total number of active participants reported on line 7a of the Form 55002012-01-0157
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0165
Total participants2012-01-0165
Number of participants with account balances2012-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0146
Total number of active participants reported on line 7a of the Form 55002011-01-0142
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0149
Total participants2011-01-0149
Number of participants with account balances2011-01-0147

Financial Data on SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN

Measure Date Value
2022 : SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-195,711
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$277,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$277,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$714,888
Value of total assets at end of year2022-12-31$6,223,783
Value of total assets at beginning of year2022-12-31$6,696,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$59,524
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$469,576
Participant contributions at end of year2022-12-31$157,550
Participant contributions at beginning of year2022-12-31$139,274
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$122,436
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-472,956
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,223,783
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,696,739
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$4,604,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,148,763
Value of interest in pooled separate accounts at end of year2022-12-31$129,555
Value of interest in pooled separate accounts at beginning of year2022-12-31$113,862
Interest on participant loans2022-12-31$6,685
Interest earned on other investments2022-12-31$52,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,332,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,172,404
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$108,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-979,051
Net investment gain/loss from pooled separate accounts2022-12-31$8,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$239,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$168,434
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 name2022-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2022-12-31630813240
2021 : SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,329,052
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$332,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$332,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$627,461
Value of total assets at end of year2021-12-31$6,696,739
Value of total assets at beginning of year2021-12-31$5,699,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$386,977
Participant contributions at end of year2021-12-31$139,274
Participant contributions at beginning of year2021-12-31$63,484
Assets. Other investments not covered elsewhere at end of year2021-12-31$122,436
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,728
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$996,792
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,696,739
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,699,947
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$5,148,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,234,825
Value of interest in pooled separate accounts at end of year2021-12-31$113,862
Value of interest in pooled separate accounts at beginning of year2021-12-31$101,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,172,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,300,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$701,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$226,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$332,260
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 name2021-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2021-12-31630813240
2020 : SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$661,881
Total unrealized appreciation/depreciation of assets2020-12-31$661,881
Total income from all sources (including contributions)2020-12-31$1,219,352
Total of all expenses incurred2020-12-31$930,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$929,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$544,189
Value of total assets at end of year2020-12-31$5,699,947
Value of total assets at beginning of year2020-12-31$5,410,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$500
Total interest from all sources2020-12-31$2,172
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,110
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$11,110
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$329,891
Participant contributions at end of year2020-12-31$63,484
Participant contributions at beginning of year2020-12-31$35,321
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$289,171
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,699,947
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,410,776
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$4,234,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,905,212
Value of interest in pooled separate accounts at end of year2020-12-31$101,198
Value of interest in pooled separate accounts at beginning of year2020-12-31$142,311
Interest on participant loans2020-12-31$2,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,300,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,327,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$214,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$929,681
Contract administrator fees2020-12-31$500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2020-12-31630813240
2019 : SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$563,446
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$563,446
Total unrealized appreciation/depreciation of assets2019-12-31$563,446
Total unrealized appreciation/depreciation of assets2019-12-31$563,446
Total income from all sources (including contributions)2019-12-31$1,156,675
Total income from all sources (including contributions)2019-12-31$1,156,675
Total of all expenses incurred2019-12-31$238,216
Total of all expenses incurred2019-12-31$238,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$226,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$226,230
Expenses. Certain deemed distributions of participant loans2019-12-31$11,986
Expenses. Certain deemed distributions of participant loans2019-12-31$11,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$506,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$506,488
Value of total assets at end of year2019-12-31$5,410,776
Value of total assets at end of year2019-12-31$5,410,776
Value of total assets at beginning of year2019-12-31$4,492,317
Value of total assets at beginning of year2019-12-31$4,492,317
Total interest from all sources2019-12-31$153
Total interest from all sources2019-12-31$153
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,801
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$10,801
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,801
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
Value of fidelity bond cover2019-12-31$350,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$311,780
Contributions received from participants2019-12-31$311,780
Participant contributions at end of year2019-12-31$35,321
Participant contributions at end of year2019-12-31$35,321
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$918,459
Value of net income/loss2019-12-31$918,459
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,410,776
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,410,776
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,492,317
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,492,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$3,163,057
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,163,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,302,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,302,948
Value of interest in pooled separate accounts at end of year2019-12-31$142,311
Value of interest in pooled separate accounts at end of year2019-12-31$142,311
Value of interest in pooled separate accounts at beginning of year2019-12-31$124,449
Value of interest in pooled separate accounts at beginning of year2019-12-31$124,449
Interest on participant loans2019-12-31$153
Interest on participant loans2019-12-31$153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$742,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$742,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$771,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$771,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$771,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$771,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,327,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,327,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,293,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,293,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$75,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$75,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$194,708
Contributions received in cash from employer2019-12-31$194,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$226,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$226,230
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm name2019-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2019-12-31630813240
Accountancy firm EIN2019-12-31630813240
2018 : SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-286,062
Total unrealized appreciation/depreciation of assets2018-12-31$-286,062
Total income from all sources (including contributions)2018-12-31$510,705
Total of all expenses incurred2018-12-31$341,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$341,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$614,356
Value of total assets at end of year2018-12-31$4,492,317
Value of total assets at beginning of year2018-12-31$4,323,005
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$14,020
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$14,020
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$300,888
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$129,458
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$169,312
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,492,317
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,323,005
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$2,302,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,190,532
Value of interest in pooled separate accounts at end of year2018-12-31$124,449
Value of interest in pooled separate accounts at beginning of year2018-12-31$110,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$771,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$533,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$533,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,293,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,488,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$168,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$184,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$341,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PEARCE BEVILL LEESBURG MOORE, PC
Accountancy firm EIN2018-12-31630813240
2017 : SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$246,701
Total unrealized appreciation/depreciation of assets2017-12-31$246,701
Total income from all sources (including contributions)2017-12-31$855,801
Total of all expenses incurred2017-12-31$443,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$438,923
Expenses. Certain deemed distributions of participant loans2017-12-31$4,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$423,149
Value of total assets at end of year2017-12-31$4,323,005
Value of total assets at beginning of year2017-12-31$3,910,933
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$12,587
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$267,180
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,031
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$412,072
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,323,005
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,910,933
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$2,190,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,907,801
Value of interest in pooled separate accounts at end of year2017-12-31$110,336
Value of interest in pooled separate accounts at beginning of year2017-12-31$163,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$533,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$451,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$451,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,488,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,388,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$173,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$154,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$438,923
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PEARCE BEVILL LEESBURG MOORE, PC
Accountancy firm EIN2017-12-31630813240
2016 : SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2016 401k financial data
Total income from all sources2016-12-31$651,674
Expenses. Total of all expenses incurred2016-12-31$76,895
Benefits paid (including direct rollovers)2016-12-31$76,895
Total plan assets at end of year2016-12-31$3,910,933
Total plan assets at beginning of year2016-12-31$3,336,154
Value of fidelity bond covering the plan2016-12-31$350,000
Total contributions received or receivable from participants2016-12-31$229,528
Contributions received from other sources (not participants or employers)2016-12-31$97,251
Other income received2016-12-31$179,792
Net income (gross income less expenses)2016-12-31$574,779
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,910,933
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,336,154
Assets. Value of participant loans2016-12-31$40,199
Total contributions received or receivable from employer(s)2016-12-31$145,103
2015 : SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2015 401k financial data
Total income from all sources2015-12-31$413,841
Expenses. Total of all expenses incurred2015-12-31$48,604
Benefits paid (including direct rollovers)2015-12-31$48,604
Total plan assets at end of year2015-12-31$3,336,154
Total plan assets at beginning of year2015-12-31$2,970,917
Value of fidelity bond covering the plan2015-12-31$298,000
Total contributions received or receivable from participants2015-12-31$218,043
Contributions received from other sources (not participants or employers)2015-12-31$1,536
Other income received2015-12-31$56,334
Net income (gross income less expenses)2015-12-31$365,237
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,336,154
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,970,917
Total contributions received or receivable from employer(s)2015-12-31$137,928
2014 : SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2014 401k financial data
Total income from all sources2014-12-31$426,963
Expenses. Total of all expenses incurred2014-12-31$41,310
Benefits paid (including direct rollovers)2014-12-31$41,310
Total plan assets at end of year2014-12-31$2,970,917
Total plan assets at beginning of year2014-12-31$2,585,264
Value of fidelity bond covering the plan2014-12-31$265,000
Total contributions received or receivable from participants2014-12-31$176,839
Other income received2014-12-31$153,976
Net income (gross income less expenses)2014-12-31$385,653
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,970,917
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,585,264
Total contributions received or receivable from employer(s)2014-12-31$96,148
2013 : SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2013 401k financial data
Total income from all sources2013-12-31$518,907
Expenses. Total of all expenses incurred2013-12-31$48,211
Benefits paid (including direct rollovers)2013-12-31$48,211
Total plan assets at end of year2013-12-31$2,585,264
Total plan assets at beginning of year2013-12-31$2,114,568
Total contributions received or receivable from participants2013-12-31$146,371
Contributions received from other sources (not participants or employers)2013-12-31$4,794
Other income received2013-12-31$288,639
Net income (gross income less expenses)2013-12-31$470,696
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,585,264
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,114,568
Total contributions received or receivable from employer(s)2013-12-31$79,103
2012 : SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2012 401k financial data
Total income from all sources2012-12-31$341,600
Expenses. Total of all expenses incurred2012-12-31$21,204
Benefits paid (including direct rollovers)2012-12-31$21,204
Total plan assets at end of year2012-12-31$2,114,568
Total plan assets at beginning of year2012-12-31$1,794,172
Total contributions received or receivable from participants2012-12-31$112,909
Other income received2012-12-31$160,537
Net income (gross income less expenses)2012-12-31$320,396
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,114,568
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,794,172
Total contributions received or receivable from employer(s)2012-12-31$68,154
2011 : SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2011 401k financial data
Total income from all sources2011-12-31$188,990
Expenses. Total of all expenses incurred2011-12-31$95,542
Benefits paid (including direct rollovers)2011-12-31$95,542
Total plan assets at end of year2011-12-31$1,794,172
Total plan assets at beginning of year2011-12-31$1,700,724
Total contributions received or receivable from participants2011-12-31$90,964
Contributions received from other sources (not participants or employers)2011-12-31$1,523
Other income received2011-12-31$31,054
Net income (gross income less expenses)2011-12-31$93,448
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,794,172
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,700,724
Total contributions received or receivable from employer(s)2011-12-31$65,449
2010 : SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN 2010 401k financial data
Total income from all sources2010-12-31$254,914
Expenses. Total of all expenses incurred2010-12-31$25,038
Benefits paid (including direct rollovers)2010-12-31$25,038
Total plan assets at end of year2010-12-31$1,700,724
Total plan assets at beginning of year2010-12-31$1,470,848
Total contributions received or receivable from participants2010-12-31$19,095
Other income received2010-12-31$123,244
Net income (gross income less expenses)2010-12-31$229,876
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,700,724
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,470,848
Total contributions received or receivable from employer(s)2010-12-31$112,575

Form 5500 Responses for SOUTHEAST ALABAMA RURAL HEALTH ASSOCIATES 403(B) PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number358209
Policy instance 1
Insurance contract or identification number358209
Number of Individuals Covered215
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number358209
Policy instance 1
Insurance contract or identification number358209
Number of Individuals Covered188
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number358209
Policy instance 1
Insurance contract or identification number358209
Number of Individuals Covered178
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number358209
Policy instance 1
Insurance contract or identification number358209
Number of Individuals Covered169
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number358209
Policy instance 1
Insurance contract or identification number358209
Number of Individuals Covered156
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number358209
Policy instance 1
Insurance contract or identification number358209
Number of Individuals Covered148
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number358209
Policy instance 1
Insurance contract or identification number358209
Number of Individuals Covered111
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number358209
Policy instance 1
Insurance contract or identification number358209
Number of Individuals Covered100
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number358209
Policy instance 1
Insurance contract or identification number358209
Number of Individuals Covered83
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number358209
Policy instance 1
Insurance contract or identification number358209
Number of Individuals Covered63
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number358209
Policy instance 1
Insurance contract or identification number358209
Number of Individuals Covered47
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number358209
Policy instance 1
Insurance contract or identification number358209
Number of Individuals Covered44
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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