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SAMARITAN HEALTH SERVICES RETIREMENT PLAN 401k Plan overview

Plan NameSAMARITAN HEALTH SERVICES RETIREMENT PLAN
Plan identification number 002

SAMARITAN HEALTH SERVICES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAMARITAN HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name:SAMARITAN HEALTH SERVICES
Employer identification number (EIN):930951989
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAMARITAN HEALTH SERVICES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DANIEL B. SMITH DANIEL B. SMITH2018-10-10
0022016-01-01DANIEL B. SMITH DANIEL B. SMITH2017-10-06
0022015-01-01DANIEL B. SMITH DANIEL B. SMITH2016-10-07
0022014-01-01DANIEL SMITH DANIEL SMITH2015-10-13
0022013-01-01DANIEL SMITH DANIEL SMITH2014-10-08
0022012-01-01DANIEL SMITH DANIEL SMITH2013-10-11
0022011-01-01DANIEL SMITH DANIEL SMITH2012-10-11
0022010-01-01RONALD STEVENS RONALD STEVENS2011-10-05
0022009-01-01RONALD S STEVENS RONALD S STEVENS2010-10-14

Plan Statistics for SAMARITAN HEALTH SERVICES RETIREMENT PLAN

401k plan membership statisitcs for SAMARITAN HEALTH SERVICES RETIREMENT PLAN

Measure Date Value
2022: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017,118
Total number of active participants reported on line 7a of the Form 55002022-01-016,094
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-011,024
Total of all active and inactive participants2022-01-017,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0120
Total participants2022-01-017,145
Number of participants with account balances2022-01-016,212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,985
Total number of active participants reported on line 7a of the Form 55002021-01-015,633
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-011,175
Total of all active and inactive participants2021-01-016,816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-016,830
Number of participants with account balances2021-01-015,805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01147
2020: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,765
Total number of active participants reported on line 7a of the Form 55002020-01-016,125
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01810
Total of all active and inactive participants2020-01-016,942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-016,956
Number of participants with account balances2020-01-015,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0129
2019: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,873
Total number of active participants reported on line 7a of the Form 55002019-01-015,564
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01999
Total of all active and inactive participants2019-01-016,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0117
Total participants2019-01-016,586
Number of participants with account balances2019-01-015,782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01158
2018: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,773
Total number of active participants reported on line 7a of the Form 55002018-01-016,272
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01617
Total of all active and inactive participants2018-01-016,893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0116
Total participants2018-01-016,909
Number of participants with account balances2018-01-015,982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0137
2017: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,232
Total number of active participants reported on line 7a of the Form 55002017-01-016,097
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01508
Total of all active and inactive participants2017-01-016,607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-016,618
Number of participants with account balances2017-01-015,730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0144
2016: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,626
Total number of active participants reported on line 7a of the Form 55002016-01-015,409
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01660
Total of all active and inactive participants2016-01-016,071
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-016,080
Number of participants with account balances2016-01-015,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0142
2015: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,337
Total number of active participants reported on line 7a of the Form 55002015-01-015,171
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01419
Total of all active and inactive participants2015-01-015,592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-015,596
Number of participants with account balances2015-01-014,777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,358
Total number of active participants reported on line 7a of the Form 55002014-01-014,819
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01483
Total of all active and inactive participants2014-01-015,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-015,308
Number of participants with account balances2014-01-014,734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0177
2013: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,196
Total number of active participants reported on line 7a of the Form 55002013-01-014,920
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01446
Total of all active and inactive participants2013-01-015,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-015,370
Number of participants with account balances2013-01-014,773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0158
2012: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,157
Total number of active participants reported on line 7a of the Form 55002012-01-014,754
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01331
Total of all active and inactive participants2012-01-015,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-015,090
Number of participants with account balances2012-01-014,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0198
2011: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,008
Total number of active participants reported on line 7a of the Form 55002011-01-014,755
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01294
Total of all active and inactive participants2011-01-015,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-015,050
Number of participants with account balances2011-01-014,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,363
Total number of active participants reported on line 7a of the Form 55002010-01-013,940
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01296
Total of all active and inactive participants2010-01-014,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014,236
Number of participants with account balances2010-01-014,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01132
2009: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,093
Total number of active participants reported on line 7a of the Form 55002009-01-013,984
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01922
Total of all active and inactive participants2009-01-014,906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014,906
Number of participants with account balances2009-01-013,857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01191

Financial Data on SAMARITAN HEALTH SERVICES RETIREMENT PLAN

Measure Date Value
2022 : SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-33,060,319
Total of all expenses incurred2022-12-31$19,457,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$19,258,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,266,696
Value of total assets at end of year2022-12-31$244,562,282
Value of total assets at beginning of year2022-12-31$297,079,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$198,695
Total interest from all sources2022-12-31$130,363
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,685,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,685,603
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$140,170
Other income not declared elsewhere2022-12-31$97,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-52,517,591
Value of net assets at end of year (total assets less liabilities)2022-12-31$244,562,282
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$297,079,873
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$230,819,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$280,890,291
Interest earned on other investments2022-12-31$130,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,457,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,129,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-56,240,824
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$19,126,526
Employer contributions (assets) at end of year2022-12-31$5,285,323
Employer contributions (assets) at beginning of year2022-12-31$9,059,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,258,577
Contract administrator fees2022-12-31$198,695
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31KBF CPAS LLP
Accountancy firm EIN2022-12-31821030164
2021 : SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$55,362,959
Total of all expenses incurred2021-12-31$17,043,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,810,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,096,946
Value of total assets at end of year2021-12-31$297,079,873
Value of total assets at beginning of year2021-12-31$258,760,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$232,225
Total interest from all sources2021-12-31$113,412
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,253,963
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$5,253,963
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$13,067,565
Amount contributed by the employer to the plan for this plan year2021-12-31$13,067,565
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$419,513
Other income not declared elsewhere2021-12-31$107,587
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$38,319,828
Value of net assets at end of year (total assets less liabilities)2021-12-31$297,079,873
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$258,760,045
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$280,890,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$246,902,971
Interest earned on other investments2021-12-31$113,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,129,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,123,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$31,791,051
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$17,677,433
Employer contributions (assets) at end of year2021-12-31$9,059,962
Employer contributions (assets) at beginning of year2021-12-31$4,733,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,810,906
Contract administrator fees2021-12-31$232,225
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31KBF CPAS LLP
Accountancy firm EIN2021-12-31821030164
2020 : SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$55,313,362
Total of all expenses incurred2020-12-31$15,286,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,078,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,369,263
Value of total assets at end of year2020-12-31$258,760,045
Value of total assets at beginning of year2020-12-31$218,733,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$208,155
Total interest from all sources2020-12-31$115,053
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,115,903
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$6,115,903
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$12,246,345
Amount contributed by the employer to the plan for this plan year2020-12-31$12,246,345
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$399,276
Other income not declared elsewhere2020-12-31$78,125
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$40,027,007
Value of net assets at end of year (total assets less liabilities)2020-12-31$258,760,045
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$218,733,038
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$246,902,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$208,909,337
Interest earned on other investments2020-12-31$115,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,123,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,403,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$31,635,018
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$16,969,987
Employer contributions (assets) at end of year2020-12-31$4,733,643
Employer contributions (assets) at beginning of year2020-12-31$4,420,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,078,200
Contract administrator fees2020-12-31$208,155
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 name2020-12-31KPMG, LLP
Accountancy firm EIN2020-12-31135565207
2019 : SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$53,605,557
Total of all expenses incurred2019-12-31$15,399,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,180,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,459,429
Value of total assets at end of year2019-12-31$218,733,038
Value of total assets at beginning of year2019-12-31$180,527,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$219,509
Total interest from all sources2019-12-31$94,761
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,042,859
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$4,042,859
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$16,982,805
Amount contributed by the employer to the plan for this plan year2019-12-31$16,982,805
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$120,624
Other income not declared elsewhere2019-12-31$96,822
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$38,206,015
Value of net assets at end of year (total assets less liabilities)2019-12-31$218,733,038
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$180,527,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$208,909,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$170,376,022
Interest earned on other investments2019-12-31$94,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,403,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,463,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$32,911,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$16,338,805
Employer contributions (assets) at end of year2019-12-31$4,420,693
Employer contributions (assets) at beginning of year2019-12-31$4,687,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,180,033
Contract administrator fees2019-12-31$219,509
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 hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG, LLP
Accountancy firm EIN2019-12-31135565207
2018 : SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$6,550,376
Total of all expenses incurred2018-12-31$13,586,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,335,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$17,746,036
Value of total assets at end of year2018-12-31$180,527,023
Value of total assets at beginning of year2018-12-31$187,562,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$250,746
Total interest from all sources2018-12-31$93,390
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,741,588
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$3,741,588
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$17,539,189
Amount contributed by the employer to the plan for this plan year2018-12-31$17,539,189
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$218,217
Other income not declared elsewhere2018-12-31$421,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,035,870
Value of net assets at end of year (total assets less liabilities)2018-12-31$180,527,023
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$187,562,893
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$170,376,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$177,846,546
Interest earned on other investments2018-12-31$93,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,463,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,941,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-15,452,603
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$17,527,819
Employer contributions (assets) at end of year2018-12-31$4,687,762
Employer contributions (assets) at beginning of year2018-12-31$3,775,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,335,500
Contract administrator fees2018-12-31$250,746
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 name2018-12-31KPMG, LLP
Accountancy firm EIN2018-12-31135565207
2017 : SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$42,959,005
Total of all expenses incurred2017-12-31$7,022,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,975,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,063,765
Value of total assets at end of year2017-12-31$187,562,893
Value of total assets at beginning of year2017-12-31$151,626,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,902
Total interest from all sources2017-12-31$104,584
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,760,436
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$3,760,436
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$15,951,489
Amount contributed by the employer to the plan for this plan year2017-12-31$15,951,489
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$222,276
Other income not declared elsewhere2017-12-31$96,398
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$35,936,219
Value of net assets at end of year (total assets less liabilities)2017-12-31$187,562,893
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$151,626,674
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$177,846,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$141,905,962
Interest earned on other investments2017-12-31$104,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,941,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,151,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$22,933,822
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$15,841,489
Employer contributions (assets) at end of year2017-12-31$3,775,213
Employer contributions (assets) at beginning of year2017-12-31$3,568,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,975,884
Contract administrator fees2017-12-31$46,902
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 name2017-12-31KPMG, LLP
Accountancy firm EIN2017-12-31135565207
2016 : SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$23,268,328
Total of all expenses incurred2016-12-31$9,164,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,160,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,632,900
Value of total assets at end of year2016-12-31$151,626,674
Value of total assets at beginning of year2016-12-31$137,522,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,545
Total interest from all sources2016-12-31$103,447
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,361,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,361,691
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$14,844,326
Amount contributed by the employer to the plan for this plan year2016-12-31$14,844,326
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$58,825
Other income not declared elsewhere2016-12-31$104,010
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$14,103,765
Value of net assets at end of year (total assets less liabilities)2016-12-31$151,626,674
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$137,522,909
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$141,905,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$128,638,826
Interest earned on other investments2016-12-31$103,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,151,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,528,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,066,280
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$14,574,075
Employer contributions (assets) at end of year2016-12-31$3,568,762
Employer contributions (assets) at beginning of year2016-12-31$3,355,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,160,018
Contract administrator fees2016-12-31$4,545
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 name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$12,826,363
Total of all expenses incurred2015-12-31$12,506,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,491,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,522,008
Value of total assets at end of year2015-12-31$137,522,909
Value of total assets at beginning of year2015-12-31$137,203,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,600
Total interest from all sources2015-12-31$105,758
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,973,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,973,743
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$13,633,442
Amount contributed by the employer to the plan for this plan year2015-12-31$13,633,442
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$95,276
Other income not declared elsewhere2015-12-31$-34,966
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$319,649
Value of net assets at end of year (total assets less liabilities)2015-12-31$137,522,909
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$137,203,260
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$128,638,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$128,523,841
Interest earned on other investments2015-12-31$105,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,528,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,613,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,740,180
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$13,426,732
Employer contributions (assets) at end of year2015-12-31$3,355,368
Employer contributions (assets) at beginning of year2015-12-31$3,066,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,491,114
Contract administrator fees2015-12-31$15,600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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$20,226,861
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,934,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,912,493
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,795,298
Value of total assets at end of year2014-12-31$137,203,260
Value of total assets at beginning of year2014-12-31$125,910,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,043
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$99,062
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,737,889
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$2,737,889
Administrative expenses professional fees incurred2014-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$12,998,650
Amount contributed by the employer to the plan for this plan year2014-12-31$12,998,650
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$82,648
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$289,032
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$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$11,292,325
Value of net assets at end of year (total assets less liabilities)2014-12-31$137,203,260
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$125,910,935
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$128,523,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$117,456,490
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$99,062
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,613,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,491,607
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,305,580
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$12,712,650
Employer contributions (assets) at end of year2014-12-31$3,066,332
Employer contributions (assets) at beginning of year2014-12-31$2,962,838
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,912,493
Contract administrator fees2014-12-31$22,043
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31KPMG
Accountancy firm EIN2014-12-31135565207
2013 : SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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$31,087,339
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,567,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,544,174
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,596,931
Value of total assets at end of year2013-12-31$125,910,935
Value of total assets at beginning of year2013-12-31$102,390,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,940
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$210,371
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,953,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,953,049
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$12,570,409
Amount contributed by the employer to the plan for this plan year2013-12-31$12,570,409
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$84,922
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$76,308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-9,221
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$23,520,225
Value of net assets at end of year (total assets less liabilities)2013-12-31$125,910,935
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$102,390,710
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$117,456,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$93,632,286
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$210,371
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,491,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,316,401
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,336,209
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$12,512,009
Employer contributions (assets) at end of year2013-12-31$2,962,838
Employer contributions (assets) at beginning of year2013-12-31$3,365,715
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,544,174
Contract administrator fees2013-12-31$22,940
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31KPMG
Accountancy firm EIN2013-12-31135565207
2012 : SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$23,718,719
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,410,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,403,192
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,725,259
Value of total assets at end of year2012-12-31$102,390,710
Value of total assets at beginning of year2012-12-31$84,082,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,660
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$115,901
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,965,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,965,959
Administrative expenses professional fees incurred2012-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$12,013,949
Amount contributed by the employer to the plan for this plan year2012-12-31$12,013,949
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$48,809
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$76,308
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$320,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$-39,432
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$18,307,867
Value of net assets at end of year (total assets less liabilities)2012-12-31$102,390,710
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$84,082,843
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$93,632,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$73,693,588
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$115,901
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,316,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,567,196
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,951,032
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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$11,676,450
Employer contributions (assets) at end of year2012-12-31$3,365,715
Employer contributions (assets) at beginning of year2012-12-31$5,501,181
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,403,192
Contract administrator fees2012-12-31$7,660
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$8,896,288
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,589,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,583,748
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,589,911
Value of total assets at end of year2011-12-31$84,082,843
Value of total assets at beginning of year2011-12-31$79,776,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,249
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$102,449
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,585,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,585,735
Administrative expenses professional fees incurred2011-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$10,709,067
Amount contributed by the employer to the plan for this plan year2011-12-31$10,709,067
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$844
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$320,878
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$565,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$-46,212
Administrative expenses (other) incurred2011-12-31$34
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,306,291
Value of net assets at end of year (total assets less liabilities)2011-12-31$84,082,843
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$79,776,552
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$1,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$73,693,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$72,661,774
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$102,449
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,567,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,689,175
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,335,595
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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$10,589,067
Employer contributions (assets) at end of year2011-12-31$5,501,181
Employer contributions (assets) at beginning of year2011-12-31$2,860,156
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,583,748
Contract administrator fees2011-12-31$5,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$18,515,304
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,610,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,610,239
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,876,864
Value of total assets at end of year2010-12-31$79,776,552
Value of total assets at beginning of year2010-12-31$64,871,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$98
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$93,843
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,356,192
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$1,356,192
Administrative expenses professional fees incurred2010-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$9,990,472
Amount contributed by the employer to the plan for this plan year2010-12-31$9,990,472
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$171,966
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$2,355
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$565,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$810,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$-194,167
Administrative expenses (other) incurred2010-12-31$98
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$14,904,967
Value of net assets at end of year (total assets less liabilities)2010-12-31$79,776,552
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$64,871,585
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$72,661,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$58,268,400
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$93,843
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,689,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,192,798
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,382,572
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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$9,704,898
Employer contributions (assets) at end of year2010-12-31$2,860,156
Employer contributions (assets) at beginning of year2010-12-31$2,600,371
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,607,884
Contract administrator fees2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$8,506,943
Amount contributed by the employer to the plan for this plan year2009-12-31$8,506,943

Form 5500 Responses for SAMARITAN HEALTH SERVICES RETIREMENT PLAN

2022: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
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: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
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: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
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: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
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: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
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: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
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: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
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: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
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: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 planYes
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: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 planYes
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: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 planYes
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: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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 planYes
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: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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 planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SAMARITAN HEALTH SERVICES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered7145
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered6830
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered6956
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered6586
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered6909
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered6618
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered5596
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered5308
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered5370
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered5090
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered5050
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered4236
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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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