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JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 401k Plan overview

Plan NameJACKSON HOSPITAL AND CLINIC, INC 403B PLAN
Plan identification number 002

JACKSON HOSPITAL AND CLINIC, INC 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

JACKSON HOSPITAL AND CLINIC, INC. has sponsored the creation of one or more 401k plans.

Company Name:JACKSON HOSPITAL AND CLINIC, INC.
Employer identification number (EIN):636001820
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKSON HOSPITAL AND CLINIC, INC 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01BENJAMIN WELLS
0022016-01-01BENJAMIN WELLS
0022015-01-01BEN WELLS
0022014-01-01BEN WELLS
0022013-01-01BENJAMIN WELLS
0022012-01-01LARRY SHERBETT
0022011-01-01LARRY SHERBETT
0022010-01-01LARRY SHERBETT

Plan Statistics for JACKSON HOSPITAL AND CLINIC, INC 403B PLAN

401k plan membership statisitcs for JACKSON HOSPITAL AND CLINIC, INC 403B PLAN

Measure Date Value
2021: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,104
Total number of active participants reported on line 7a of the Form 55002021-01-011,566
Number of retired or separated participants receiving benefits2021-01-0118
Number of other retired or separated participants entitled to future benefits2021-01-01615
Total of all active and inactive participants2021-01-012,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-012,200
Number of participants with account balances2021-01-011,775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0160
2020: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,510
Total number of active participants reported on line 7a of the Form 55002020-01-011,841
Number of retired or separated participants receiving benefits2020-01-01261
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-012,104
Number of participants with account balances2020-01-011,904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0150
2019: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,447
Total number of active participants reported on line 7a of the Form 55002019-01-011,912
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01598
Total of all active and inactive participants2019-01-012,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,510
Number of participants with account balances2019-01-011,862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0159
2018: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,214
Total number of active participants reported on line 7a of the Form 55002018-01-011,826
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01619
Total of all active and inactive participants2018-01-012,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,445
Number of participants with account balances2018-01-011,750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0162
2017: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,961
Total number of active participants reported on line 7a of the Form 55002017-01-011,674
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01527
Total of all active and inactive participants2017-01-012,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,201
Number of participants with account balances2017-01-011,588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0146
2016: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,774
Total number of active participants reported on line 7a of the Form 55002016-01-011,513
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01436
Total of all active and inactive participants2016-01-011,949
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,949
Number of participants with account balances2016-01-011,441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0136
2015: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,715
Total number of active participants reported on line 7a of the Form 55002015-01-011,404
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01365
Total of all active and inactive participants2015-01-011,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,769
Number of participants with account balances2015-01-011,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,787
Total number of active participants reported on line 7a of the Form 55002014-01-011,343
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01281
Total of all active and inactive participants2014-01-011,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,624
Number of participants with account balances2014-01-011,272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,628
Total number of active participants reported on line 7a of the Form 55002013-01-011,425
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01255
Total of all active and inactive participants2013-01-011,680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,680
Number of participants with account balances2013-01-011,360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-010
2012: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,756
Total number of active participants reported on line 7a of the Form 55002012-01-011,463
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01229
Total of all active and inactive participants2012-01-011,692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,692
Number of participants with account balances2012-01-011,286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0137
2011: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,570
Total number of active participants reported on line 7a of the Form 55002011-01-011,489
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01188
Total of all active and inactive participants2011-01-011,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,677
Number of participants with account balances2011-01-011,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,504
Total number of active participants reported on line 7a of the Form 55002010-01-011,456
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01215
Total of all active and inactive participants2010-01-011,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,671
Number of participants with account balances2010-01-011,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on JACKSON HOSPITAL AND CLINIC, INC 403B PLAN

Measure Date Value
2021 : JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$10,133,108
Total of all expenses incurred2021-12-31$3,907,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,722,148
Expenses. Certain deemed distributions of participant loans2021-12-31$9,651
Value of total corrective distributions2021-12-31$3,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,364,426
Value of total assets at end of year2021-12-31$51,086,948
Value of total assets at beginning of year2021-12-31$44,861,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$172,762
Total interest from all sources2021-12-31$255,464
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,824,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,824,537
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,389,603
Participant contributions at end of year2021-12-31$290,333
Participant contributions at beginning of year2021-12-31$254,886
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$309,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,225,168
Value of net assets at end of year (total assets less liabilities)2021-12-31$51,086,948
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$44,861,780
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$39,643,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,044,152
Interest on participant loans2021-12-31$12,503
Interest earned on other investments2021-12-31$242,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,153,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,562,742
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,369,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,688,681
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$665,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,352,752
Contract administrator fees2021-12-31$172,762
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$9,450,541
Total of all expenses incurred2020-12-31$3,009,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,803,572
Expenses. Certain deemed distributions of participant loans2020-12-31$40,079
Value of total corrective distributions2020-12-31$129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,478,086
Value of total assets at end of year2020-12-31$44,861,780
Value of total assets at beginning of year2020-12-31$38,420,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$165,694
Total interest from all sources2020-12-31$262,986
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,743,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,743,244
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,249,321
Participant contributions at end of year2020-12-31$254,886
Participant contributions at beginning of year2020-12-31$315,851
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$541,661
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$6,441,067
Value of net assets at end of year (total assets less liabilities)2020-12-31$44,861,780
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$38,420,713
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$33,044,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,689,866
Interest on participant loans2020-12-31$15,092
Interest earned on other investments2020-12-31$247,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,562,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,414,996
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$780,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,966,225
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$687,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,023,185
Contract administrator fees2020-12-31$165,694
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 name2020-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2020-12-31560747981
2019 : JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$9,374,596
Total income from all sources (including contributions)2019-12-31$9,374,596
Total of all expenses incurred2019-12-31$2,249,345
Total of all expenses incurred2019-12-31$2,249,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,033,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,033,173
Expenses. Certain deemed distributions of participant loans2019-12-31$43,345
Expenses. Certain deemed distributions of participant loans2019-12-31$43,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,944,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,944,074
Value of total assets at end of year2019-12-31$38,420,713
Value of total assets at end of year2019-12-31$38,420,713
Value of total assets at beginning of year2019-12-31$31,295,462
Value of total assets at beginning of year2019-12-31$31,295,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$172,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$172,827
Total interest from all sources2019-12-31$271,334
Total interest from all sources2019-12-31$271,334
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,190,682
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,190,682
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$1,190,682
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,190,682
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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$2,795,198
Contributions received from participants2019-12-31$2,795,198
Participant contributions at end of year2019-12-31$315,851
Participant contributions at end of year2019-12-31$315,851
Participant contributions at beginning of year2019-12-31$338,856
Participant contributions at beginning of year2019-12-31$338,856
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$407,640
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$407,640
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$7,125,251
Value of net income/loss2019-12-31$7,125,251
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,420,713
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,420,713
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,295,462
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,295,462
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$27,689,866
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,689,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,024,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,024,670
Interest on participant loans2019-12-31$17,128
Interest on participant loans2019-12-31$17,128
Interest earned on other investments2019-12-31$254,206
Interest earned on other investments2019-12-31$254,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,414,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,414,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,931,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,931,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,968,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,968,506
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$741,236
Contributions received in cash from employer2019-12-31$741,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,033,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,033,173
Contract administrator fees2019-12-31$172,827
Contract administrator fees2019-12-31$172,827
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 name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2019-12-31560747981
Accountancy firm EIN2019-12-31560747981
2018 : JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,856,913
Total of all expenses incurred2018-12-31$2,389,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,200,291
Expenses. Certain deemed distributions of participant loans2018-12-31$32,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,442,114
Value of total assets at end of year2018-12-31$31,295,462
Value of total assets at beginning of year2018-12-31$31,828,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$157,085
Total interest from all sources2018-12-31$245,466
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,400,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,400,801
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,552,759
Participant contributions at end of year2018-12-31$338,856
Participant contributions at beginning of year2018-12-31$360,645
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$250,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-532,891
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,295,462
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,828,353
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$22,024,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,409,665
Interest on participant loans2018-12-31$16,299
Interest earned on other investments2018-12-31$229,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,931,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,058,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,231,468
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$638,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,200,291
Contract administrator fees2018-12-31$157,085
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 name2018-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2018-12-31560747981
2017 : JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$7,211,721
Total of all expenses incurred2017-12-31$2,684,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,485,611
Expenses. Certain deemed distributions of participant loans2017-12-31$43,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,375,888
Value of total assets at end of year2017-12-31$31,828,353
Value of total assets at beginning of year2017-12-31$27,300,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$155,141
Total interest from all sources2017-12-31$249,470
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,381,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,381,974
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,299,121
Participant contributions at end of year2017-12-31$360,645
Participant contributions at beginning of year2017-12-31$443,086
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$476,083
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$4,527,649
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,828,353
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,300,704
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$22,409,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,144,753
Interest on participant loans2017-12-31$16,218
Interest earned on other investments2017-12-31$233,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,058,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,712,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,204,389
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$600,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,485,611
Contract administrator fees2017-12-31$155,141
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 name2017-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2017-12-31560747981
2016 : JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,178,273
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,927,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,809,571
Expenses. Certain deemed distributions of participant loans2016-12-31$-3,777
Value of total corrective distributions2016-12-31$4,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,563,702
Value of total assets at end of year2016-12-31$27,300,704
Value of total assets at beginning of year2016-12-31$21,049,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$117,257
Total interest from all sources2016-12-31$190,071
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$748,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,099,512
Participant contributions at end of year2016-12-31$443,086
Participant contributions at beginning of year2016-12-31$325,385
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,954,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,251,088
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,300,704
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,049,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,144,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,153,498
Interest on participant loans2016-12-31$13,724
Interest earned on other investments2016-12-31$176,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,712,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,570,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$675,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$510,057
Income. Dividends from common stock2016-12-31$748,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,809,571
Contract administrator fees2016-12-31$117,257
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2016-12-31560747981
2015 : JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,341,858
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,921,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,827,492
Expenses. Certain deemed distributions of participant loans2015-12-31$-2,169
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,316,350
Value of total assets at end of year2015-12-31$21,049,616
Value of total assets at beginning of year2015-12-31$20,628,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$95,764
Total interest from all sources2015-12-31$149,342
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$778,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,901,073
Participant contributions at end of year2015-12-31$325,385
Participant contributions at beginning of year2015-12-31$210,795
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$471,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$420,771
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,049,616
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,628,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,153,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,010,601
Interest on participant loans2015-12-31$11,099
Interest earned on other investments2015-12-31$138,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,570,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,407,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-902,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$-56,065
Income. Dividends from common stock2015-12-31$778,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,827,492
Contract administrator fees2015-12-31$95,764
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DHG, LLP
Accountancy firm EIN2015-12-31560747981
2014 : JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,483,473
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,391,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,288,291
Expenses. Certain deemed distributions of participant loans2014-12-31$12,178
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,546,447
Value of total assets at end of year2014-12-31$20,628,845
Value of total assets at beginning of year2014-12-31$19,537,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$91,176
Total interest from all sources2014-12-31$140,047
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$664,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$664,743
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,717,634
Participant contributions at end of year2014-12-31$210,795
Participant contributions at beginning of year2014-12-31$169,949
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$828,813
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,091,828
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,628,845
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,537,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,010,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,518,177
Interest on participant loans2014-12-31$8,225
Interest earned on other investments2014-12-31$131,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,407,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,848,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$132,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,288,291
Contract administrator fees2014-12-31$91,176
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2014-12-31560747981
2013 : JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,264,167
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,425,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,326,704
Expenses. Certain deemed distributions of participant loans2013-12-31$18,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,462,429
Value of total assets at end of year2013-12-31$19,537,017
Value of total assets at beginning of year2013-12-31$16,698,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$80,631
Total interest from all sources2013-12-31$130,515
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$455,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$455,023
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,568,025
Participant contributions at end of year2013-12-31$169,949
Participant contributions at beginning of year2013-12-31$164,573
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$345,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,838,817
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,537,017
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,698,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,518,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,276,115
Interest on participant loans2013-12-31$6,319
Interest earned on other investments2013-12-31$124,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,848,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,257,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,216,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$549,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,326,704
Contract administrator fees2013-12-31$80,631
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2013-12-31560747981
2012 : JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,211,922
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,076,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,015,278
Expenses. Certain deemed distributions of participant loans2012-12-31$-9,987
Value of total corrective distributions2012-12-31$83
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,747,041
Value of total assets at end of year2012-12-31$16,698,200
Value of total assets at beginning of year2012-12-31$13,562,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$71,306
Total interest from all sources2012-12-31$129,304
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$253,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$253,521
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,468,095
Participant contributions at end of year2012-12-31$164,573
Participant contributions at beginning of year2012-12-31$78,743
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$624,770
Administrative expenses (other) incurred2012-12-31$24,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,135,242
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,698,200
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,562,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,276,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,504,850
Interest on participant loans2012-12-31$5,686
Interest earned on other investments2012-12-31$123,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,257,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,979,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,082,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,654,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,015,278
Contract administrator fees2012-12-31$46,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,846,671
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,006,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,928,734
Expenses. Certain deemed distributions of participant loans2011-12-31$16,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,034,675
Value of total assets at end of year2011-12-31$13,562,958
Value of total assets at beginning of year2011-12-31$11,722,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$61,507
Total interest from all sources2011-12-31$128,949
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$188,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$188,536
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,525,254
Participant contributions at end of year2011-12-31$78,743
Participant contributions at beginning of year2011-12-31$49,901
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$956,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,840,264
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,562,958
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,722,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,504,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,683,703
Interest on participant loans2011-12-31$2,196
Interest earned on other investments2011-12-31$126,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,979,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,989,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-505,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,552,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,928,734
Contract administrator fees2011-12-31$61,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,783,431
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,070,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,020,209
Expenses. Certain deemed distributions of participant loans2010-12-31$2,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,690,483
Value of total assets at end of year2010-12-31$11,722,694
Value of total assets at beginning of year2010-12-31$8,010,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$48,194
Total interest from all sources2010-12-31$100,624
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$130,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$130,491
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,481,343
Participant contributions at end of year2010-12-31$49,901
Participant contributions at beginning of year2010-12-31$42,611
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$887,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,712,673
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,722,694
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,010,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,683,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,833,778
Interest on participant loans2010-12-31$2,051
Interest earned on other investments2010-12-31$98,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,989,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,133,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$861,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,321,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,020,209
Contract administrator fees2010-12-31$48,194
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2010-12-31560747981

Form 5500 Responses for JACKSON HOSPITAL AND CLINIC, INC 403B PLAN

2021: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JACKSON HOSPITAL AND CLINIC, INC 403B 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: JACKSON HOSPITAL AND CLINIC, INC 403B 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: JACKSON HOSPITAL AND CLINIC, INC 403B 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: JACKSON HOSPITAL AND CLINIC, INC 403B 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: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JACKSON HOSPITAL AND CLINIC, INC 403B PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42080
Policy instance 1
Insurance contract or identification number42080
Number of Individuals Covered1864
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42080
Policy instance 1
Insurance contract or identification number42080
Number of Individuals Covered1867
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42080
Policy instance 1
Insurance contract or identification number42080
Number of Individuals Covered1904
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON HOSPITAL AND CLINIC, INC (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42080
Policy instance 1
Insurance contract or identification number42080
Number of Individuals Covered1864
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON HOSPITAL AND CLINIC, INC (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42080
Policy instance 1
Insurance contract or identification number42080
Number of Individuals Covered1750
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JACKSON HOSPITAL AND CLINIC, INC (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number42080
Policy instance 1
Insurance contract or identification number42080
Number of Individuals Covered1591
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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