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MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 401k Plan overview

Plan NameMARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN
Plan identification number 003

MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MARGARET MARY COMMUNITY HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:MARGARET MARY COMMUNITY HOSPITAL
Employer identification number (EIN):356067049
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01KIM INSCHO KIM INSCHO2018-10-15
0032016-01-01KIMBERLY INSCHO KIMBERLY INSCHO2017-10-16
0032015-01-01KIMBERLY INSCHO KIMBERLY INSCHO2016-10-13
0032014-01-01KIMBERLY INSCHO KIMBERLY INSCHO2015-10-01
0032013-01-01KIMBERLY INSCHO KIMBERLY INSCHO2014-10-14
0032012-01-01KIMBERLY INSCHO KIMBERLY INSCHO2013-10-11
0032011-01-01KIMBERLY INSCHO
0032010-01-01KIMBERLY INSCHO
0032009-01-01KIMBERLY INSCHO

Plan Statistics for MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN

401k plan membership statisitcs for MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN

Measure Date Value
2023: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01863
Total number of active participants reported on line 7a of the Form 55002023-01-01640
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01270
Total of all active and inactive participants2023-01-01910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01910
Number of participants with account balances2023-01-01779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01850
Total number of active participants reported on line 7a of the Form 55002022-01-01627
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01203
Total of all active and inactive participants2022-01-01830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01830
Number of participants with account balances2022-01-01756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01861
Total number of active participants reported on line 7a of the Form 55002021-01-01620
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01197
Total of all active and inactive participants2021-01-01817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01817
Number of participants with account balances2021-01-01753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01838
Total number of active participants reported on line 7a of the Form 55002020-01-01646
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01175
Total of all active and inactive participants2020-01-01822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01822
Number of participants with account balances2020-01-01731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01795
Total number of active participants reported on line 7a of the Form 55002019-01-01644
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01137
Total of all active and inactive participants2019-01-01783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01783
Number of participants with account balances2019-01-01676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01714
Total number of active participants reported on line 7a of the Form 55002018-01-01610
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01127
Total of all active and inactive participants2018-01-01739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01739
Number of participants with account balances2018-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01618
Total number of active participants reported on line 7a of the Form 55002017-01-01553
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01105
Total of all active and inactive participants2017-01-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01662
Number of participants with account balances2017-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01540
Total number of active participants reported on line 7a of the Form 55002016-01-01488
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01570
Number of participants with account balances2016-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01522
Total number of active participants reported on line 7a of the Form 55002015-01-01441
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0196
Total of all active and inactive participants2015-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01541
Number of participants with account balances2015-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01498
Total number of active participants reported on line 7a of the Form 55002014-01-01442
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0181
Total of all active and inactive participants2014-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01527
Number of participants with account balances2014-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01487
Total number of active participants reported on line 7a of the Form 55002013-01-01424
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0171
Total of all active and inactive participants2013-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01499
Number of participants with account balances2013-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01470
Total number of active participants reported on line 7a of the Form 55002012-01-01414
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0167
Total of all active and inactive participants2012-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01483
Number of participants with account balances2012-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01498
Total number of active participants reported on line 7a of the Form 55002011-01-01409
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01470
Number of participants with account balances2011-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01534
Total number of active participants reported on line 7a of the Form 55002010-01-01420
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0178
Total of all active and inactive participants2010-01-01498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01498
Number of participants with account balances2010-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01475
Total number of active participants reported on line 7a of the Form 55002009-01-01431
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0175
Total of all active and inactive participants2009-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01506
Number of participants with account balances2009-01-01464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN

Measure Date Value
2023 : MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$47,019
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$40,518
Total income from all sources (including contributions)2023-12-31$2,575,490
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$912,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$883,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$829,897
Value of total assets at end of year2023-12-31$16,181,887
Value of total assets at beginning of year2023-12-31$14,512,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$28,765
Total interest from all sources2023-12-31$453,156
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$47,019
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$40,518
Administrative expenses (other) incurred2023-12-31$4,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,662,823
Value of net assets at end of year (total assets less liabilities)2023-12-31$16,134,868
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$14,472,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$24,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$12,951,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$10,863,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$453,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,400,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,825,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,292,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$829,897
Employer contributions (assets) at end of year2023-12-31$829,897
Employer contributions (assets) at beginning of year2023-12-31$824,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$883,902
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BLUE & CO, LLC
Accountancy firm EIN2023-12-31351178661
2022 : MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$40,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,134,453
Total of all expenses incurred2022-12-31$963,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$944,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$824,267
Value of total assets at end of year2022-12-31$14,512,563
Value of total assets at beginning of year2022-12-31$16,570,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,082
Total interest from all sources2022-12-31$647,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$40,518
Administrative expenses (other) incurred2022-12-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,098,085
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,472,045
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,570,130
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
Investment advisory and management fees2022-12-31$16,082
Value of interest in pooled separate accounts at end of year2022-12-31$10,863,022
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,273,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$647,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,825,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,536,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,605,842
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$824,267
Employer contributions (assets) at end of year2022-12-31$824,267
Employer contributions (assets) at beginning of year2022-12-31$760,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$944,550
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
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLUE & CO, LLC
Accountancy firm EIN2022-12-31351178661
2021 : MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,320
Total income from all sources (including contributions)2021-12-31$2,463,477
Total of all expenses incurred2021-12-31$1,502,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,484,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$760,762
Value of total assets at end of year2021-12-31$16,570,130
Value of total assets at beginning of year2021-12-31$15,617,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,786
Total interest from all sources2021-12-31$80,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$18,786
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$1,622,249
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$960,644
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,570,130
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,609,486
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 pooled separate accounts at end of year2021-12-31$13,273,107
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,986,036
Interest earned on other investments2021-12-31$80,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,536,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,875,833
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$760,762
Employer contributions (assets) at end of year2021-12-31$760,762
Employer contributions (assets) at beginning of year2021-12-31$755,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,484,047
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
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$8,320
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLUE & CO, LLC
Accountancy firm EIN2021-12-31351178661
2020 : MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,396,747
Total of all expenses incurred2020-12-31$1,046,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,030,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$755,937
Value of total assets at end of year2020-12-31$15,617,806
Value of total assets at beginning of year2020-12-31$14,259,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,817
Total interest from all sources2020-12-31$77,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
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$1,350,051
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,609,486
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,259,435
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 pooled separate accounts at end of year2020-12-31$11,986,036
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,812,118
Interest earned on other investments2020-12-31$77,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,875,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,327,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,563,000
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$755,937
Employer contributions (assets) at end of year2020-12-31$755,937
Employer contributions (assets) at beginning of year2020-12-31$1,120,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,030,879
Contract administrator fees2020-12-31$15,817
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
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$8,320
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BLUE & CO, LLC
Accountancy firm EIN2020-12-31351178661
2019 : MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,009,745
Total of all expenses incurred2019-12-31$888,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$869,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,120,139
Value of total assets at end of year2019-12-31$14,259,435
Value of total assets at beginning of year2019-12-31$12,137,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,519
Total interest from all sources2019-12-31$69,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,121,477
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,259,435
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,137,958
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 pooled separate accounts at end of year2019-12-31$10,812,118
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,757,603
Interest earned on other investments2019-12-31$69,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,327,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,286,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,820,246
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$1,120,139
Employer contributions (assets) at end of year2019-12-31$1,120,139
Employer contributions (assets) at beginning of year2019-12-31$1,093,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$869,749
Contract administrator fees2019-12-31$18,519
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 name2019-12-31BLUE & CO, LLC
Accountancy firm EIN2019-12-31351178661
2018 : MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$697,157
Total of all expenses incurred2018-12-31$506,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$492,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,093,493
Value of total assets at end of year2018-12-31$12,137,958
Value of total assets at beginning of year2018-12-31$11,947,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,000
Total interest from all sources2018-12-31$62,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
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$190,639
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,137,958
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,947,319
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 pooled separate accounts at end of year2018-12-31$8,757,603
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,863,817
Interest earned on other investments2018-12-31$62,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,286,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,136,035
Net investment gain/loss from pooled separate accounts2018-12-31$-458,906
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$1,093,493
Employer contributions (assets) at end of year2018-12-31$1,093,493
Employer contributions (assets) at beginning of year2018-12-31$947,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$492,518
Contract administrator fees2018-12-31$14,000
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 name2018-12-31BLUE & CO, LLC
Accountancy firm EIN2018-12-31351178661
2017 : MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,184,089
Total of all expenses incurred2017-12-31$389,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$389,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$943,882
Value of total assets at end of year2017-12-31$11,947,319
Value of total assets at beginning of year2017-12-31$10,153,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$62,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
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$1,794,117
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,947,319
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,153,202
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
Investment advisory and management fees2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$8,863,817
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,315,018
Interest earned on other investments2017-12-31$62,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,136,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,996,371
Net investment gain/loss from pooled separate accounts2017-12-31$1,177,741
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$943,882
Employer contributions (assets) at end of year2017-12-31$947,467
Employer contributions (assets) at beginning of year2017-12-31$841,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$389,972
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 name2017-12-31BLUE & CO, LLC
Accountancy firm EIN2017-12-31351178661
2016 : MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,473,200
Total of all expenses incurred2016-12-31$668,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$668,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$841,813
Value of total assets at end of year2016-12-31$10,153,202
Value of total assets at beginning of year2016-12-31$9,348,916
Total interest from all sources2016-12-31$59,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
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$804,286
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,153,202
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,348,916
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 pooled separate accounts at end of year2016-12-31$7,315,018
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,750,636
Interest earned on other investments2016-12-31$59,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,996,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,745,529
Net investment gain/loss from pooled separate accounts2016-12-31$571,798
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$841,813
Employer contributions (assets) at end of year2016-12-31$841,813
Employer contributions (assets) at beginning of year2016-12-31$852,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$668,914
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 name2016-12-31BLUE & CO, LLC
Accountancy firm EIN2016-12-31351178661
2015 : MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$772,141
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$588,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$588,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$852,751
Value of total assets at end of year2015-12-31$9,348,916
Value of total assets at beginning of year2015-12-31$9,165,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$46,172
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
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$183,483
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,348,916
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,165,433
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 pooled separate accounts at end of year2015-12-31$6,750,636
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,060,995
Interest earned on other investments2015-12-31$46,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,745,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,321,333
Net investment gain/loss from pooled separate accounts2015-12-31$-126,782
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$852,751
Employer contributions (assets) at end of year2015-12-31$852,751
Employer contributions (assets) at beginning of year2015-12-31$783,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$588,658
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 name2015-12-31BLUE & CO., LLC
Accountancy firm EIN2015-12-31351178661
2014 : MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,206,138
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$410,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$410,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$783,105
Value of total assets at end of year2014-12-31$9,165,433
Value of total assets at beginning of year2014-12-31$8,370,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$33,712
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$795,426
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,165,433
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,370,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,060,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,649,035
Interest earned on other investments2014-12-31$33,712
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,321,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$997,020
Net investment gain/loss from pooled separate accounts2014-12-31$389,321
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$783,105
Employer contributions (assets) at end of year2014-12-31$783,105
Employer contributions (assets) at beginning of year2014-12-31$723,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$410,712
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLUE & CO., LLC
Accountancy firm EIN2014-12-31351178661
2013 : MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,944,608
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$313,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$313,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$723,952
Value of total assets at end of year2013-12-31$8,370,007
Value of total assets at beginning of year2013-12-31$6,738,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$28,654
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
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$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,631,586
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,370,007
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,738,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,649,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,171,712
Interest earned on other investments2013-12-31$28,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$997,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$901,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,192,002
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$723,952
Employer contributions (assets) at end of year2013-12-31$723,952
Employer contributions (assets) at beginning of year2013-12-31$665,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$313,022
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BLUE & CO., LLC
Accountancy firm EIN2013-12-31351178661
2012 : MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,290,308
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$321,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$321,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$665,320
Value of total assets at end of year2012-12-31$6,738,421
Value of total assets at beginning of year2012-12-31$5,769,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$25,639
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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 period2012-12-31Yes
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$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$969,059
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,738,421
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,769,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,171,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,345,661
Interest earned on other investments2012-12-31$25,639
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$901,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$821,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$599,349
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$665,320
Employer contributions (assets) at end of year2012-12-31$665,320
Employer contributions (assets) at beginning of year2012-12-31$602,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$321,249
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BLUE & CO., LLC
Accountancy firm EIN2012-12-31351178661
2011 : MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$504,843
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$448,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$424,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$602,597
Value of total assets at end of year2011-12-31$5,769,362
Value of total assets at beginning of year2011-12-31$5,713,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,214
Total interest from all sources2011-12-31$13,172
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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 period2011-12-31Yes
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$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$24,214
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$56,162
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,769,362
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,713,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,345,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,833,014
Interest earned on other investments2011-12-31$12,806
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$309,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$821,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-110,926
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$602,597
Employer contributions (assets) at end of year2011-12-31$602,597
Employer contributions (assets) at beginning of year2011-12-31$570,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$424,467
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BLUE & CO LLC
Accountancy firm EIN2011-12-31351178661
2010 : MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,194,122
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$186,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$147,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$582,379
Value of total assets at end of year2010-12-31$5,713,200
Value of total assets at beginning of year2010-12-31$4,705,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$38,673
Total interest from all sources2010-12-31$604
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$105,121
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$105,121
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,770
Administrative expenses (other) incurred2010-12-31$563
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$1,007,919
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,713,200
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,705,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$23,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,833,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,884,736
Value of interest in common/collective trusts at end of year2010-12-31$309,241
Value of interest in common/collective trusts at beginning of year2010-12-31$296,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$503,834
Net investment gain or loss from common/collective trusts2010-12-31$2,184
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$580,609
Employer contributions (assets) at end of year2010-12-31$570,945
Employer contributions (assets) at beginning of year2010-12-31$524,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$147,530
Contract administrator fees2010-12-31$14,428
Liabilities. Value of benefit claims payable at end of year2010-12-31$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
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 name2010-12-31BLUE & CO LLC
Accountancy firm EIN2010-12-31351178661
2009 : MARGARET MARY COMMUNITY HOSPITAL 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

Form 5500 Responses for MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN

2023: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARGARET MARY COMMUNITY HOSPITAL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number743338-02
Policy instance 1
Insurance contract or identification number743338-02
Number of Individuals Covered264
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number743338-02
Policy instance 1
Insurance contract or identification number743338-02
Number of Individuals Covered298
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-752878
Policy instance 1
Insurance contract or identification numberGA-752878
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $18,777
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
Commission paid to Insurance BrokerUSD $18,777
Amount paid for insurance broker fees0
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-752878
Policy instance 1
Insurance contract or identification numberGA-752878
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $17,868
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
Commission paid to Insurance BrokerUSD $17,868
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-752878
Policy instance 1
Insurance contract or identification numberGA-752878
Number of Individuals Covered316
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,135
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
Commission paid to Insurance BrokerUSD $14,135
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number752878
Policy instance 1
Insurance contract or identification number752878
Number of Individuals Covered314
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,073
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
Commission paid to Insurance BrokerUSD $13,073
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number752878
Policy instance 1
Insurance contract or identification number752878
Number of Individuals Covered284
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,645
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
Commission paid to Insurance BrokerUSD $11,645
Insurance broker organization code?3
Insurance broker nameTHURSTON SPRINGER MILLER & TITAK IN
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number752878
Policy instance 1
Insurance contract or identification number752878
Number of Individuals Covered526
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,279
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,279
Insurance broker organization code?3
Insurance broker nameTHURSTON SPRINGER MILLER & TITAK IN
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number752878
Policy instance 1
Insurance contract or identification number752878
Number of Individuals Covered505
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,399
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,399
Insurance broker organization code?3
Insurance broker nameTHURSTON SPRINGER MILLER & TITAK IN
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number752878
Policy instance 1
Insurance contract or identification number752878
Number of Individuals Covered499
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,718
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,718
Insurance broker organization code?3
Insurance broker nameTHURSTON SPRINGER MILLER
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number752878
Policy instance 1
Insurance contract or identification number752878
Number of Individuals Covered454
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,690
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,690
Insurance broker organization code?3
Insurance broker nameTHURSTON SPRINGER MILLER
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number752878
Policy instance 1
Insurance contract or identification number752878
Number of Individuals Covered470
Insurance policy start date2011-07-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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