401k Plan data: EMPLOYEE ASSISTANCE PROGRAM plan

EMPLOYEE ASSISTANCE PROGRAM 401k Plan overview

Plan Name	EMPLOYEE ASSISTANCE PROGRAM
Plan identification number	515

EMPLOYEE ASSISTANCE PROGRAM Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Other welfare benefit cover

401k Sponsoring company profile

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

Company Name: WINONA HEALTH SERVICES

Employer identification number (EIN): 410713914

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE ASSISTANCE PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
515 2020-10-01 REBECCA LAMBERTY 2022-04-08
515 2019-10-01
515 2018-10-01
515 2017-10-01
515 2016-10-01 REBECCA LAMBERTY
515 2016-01-01 KATHY WADE
515 2015-01-01
515 2014-01-01 KATHY WADE
515 2013-01-01 ASHLEY ANDERSON
515 2012-01-01 MICHAEL SKROCH MICHAEL SKROCH 2013-04-30
515 2011-01-01 MICHAEL SKROCH WILLIAM GOULD 2012-07-03
515 2010-01-01 MICHAEL SKROCH WILLIAM GOULD 2011-06-06
515 2009-01-01 MICHAEL SKROCH WILLIAM GOULD 2010-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
515	2020-10-01	REBECCA LAMBERTY	2022-04-08
515	2019-10-01
515	2018-10-01
515	2017-10-01
515	2016-10-01	REBECCA LAMBERTY
515	2016-01-01	KATHY WADE
515	2015-01-01
515	2014-01-01	KATHY WADE
515	2013-01-01	ASHLEY ANDERSON
515	2012-01-01	MICHAEL SKROCH		MICHAEL SKROCH	2013-04-30
515	2011-01-01	MICHAEL SKROCH		WILLIAM GOULD	2012-07-03
515	2010-01-01	MICHAEL SKROCH		WILLIAM GOULD	2011-06-06
515	2009-01-01	MICHAEL SKROCH		WILLIAM GOULD	2010-07-19

Plan Statistics for EMPLOYEE ASSISTANCE PROGRAM

401k plan membership statisitcs for EMPLOYEE ASSISTANCE PROGRAM

Measure Date Value
2020: EMPLOYEE ASSISTANCE PROGRAM 2020 401k membership
Total participants, beginning-of-year 2020-10-01 1,051
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 0
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 0
Total of all active and inactive participants 2020-10-01 0
Number of employers contributing to the scheme 2020-10-01 0
2019: EMPLOYEE ASSISTANCE PROGRAM 2019 401k membership
Total participants, beginning-of-year 2019-10-01 1,067
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 1,051
Total of all active and inactive participants 2019-10-01 1,051
2018: EMPLOYEE ASSISTANCE PROGRAM 2018 401k membership
Total participants, beginning-of-year 2018-10-01 1,072
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 1,067
Total of all active and inactive participants 2018-10-01 1,067
2017: EMPLOYEE ASSISTANCE PROGRAM 2017 401k membership
Total participants, beginning-of-year 2017-10-01 1,199
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 1,072
Total of all active and inactive participants 2017-10-01 1,072
2016: EMPLOYEE ASSISTANCE PROGRAM 2016 401k membership
Total participants, beginning-of-year 2016-10-01 1,200
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 1,199
Total of all active and inactive participants 2016-10-01 1,199
Total participants, beginning-of-year 2016-01-01 1,150
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,200
Total of all active and inactive participants 2016-01-01 1,200
2015: EMPLOYEE ASSISTANCE PROGRAM 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,177
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,150
Total of all active and inactive participants 2015-01-01 1,150
2014: EMPLOYEE ASSISTANCE PROGRAM 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,220
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,177
Total of all active and inactive participants 2014-01-01 1,177
2013: EMPLOYEE ASSISTANCE PROGRAM 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,219
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,220
Total of all active and inactive participants 2013-01-01 1,220
2012: EMPLOYEE ASSISTANCE PROGRAM 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,210
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,219
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,219
2011: EMPLOYEE ASSISTANCE PROGRAM 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,143
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,209
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 1,210
2010: EMPLOYEE ASSISTANCE PROGRAM 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,153
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,143
Total of all active and inactive participants 2010-01-01 1,143
Total participants 2010-01-01 1,143
2009: EMPLOYEE ASSISTANCE PROGRAM 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,201
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,153
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 1,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,153
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: EMPLOYEE ASSISTANCE PROGRAM 2020 401k membership
Total participants, beginning-of-year	2020-10-01	1,051
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	0
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	0
Total of all active and inactive participants	2020-10-01	0
Number of employers contributing to the scheme	2020-10-01	0
2019: EMPLOYEE ASSISTANCE PROGRAM 2019 401k membership
Total participants, beginning-of-year	2019-10-01	1,067
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	1,051
Total of all active and inactive participants	2019-10-01	1,051
2018: EMPLOYEE ASSISTANCE PROGRAM 2018 401k membership
Total participants, beginning-of-year	2018-10-01	1,072
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	1,067
Total of all active and inactive participants	2018-10-01	1,067
2017: EMPLOYEE ASSISTANCE PROGRAM 2017 401k membership
Total participants, beginning-of-year	2017-10-01	1,199
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	1,072
Total of all active and inactive participants	2017-10-01	1,072
2016: EMPLOYEE ASSISTANCE PROGRAM 2016 401k membership
Total participants, beginning-of-year	2016-10-01	1,200
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	1,199
Total of all active and inactive participants	2016-10-01	1,199
Total participants, beginning-of-year	2016-01-01	1,150
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,200
Total of all active and inactive participants	2016-01-01	1,200
2015: EMPLOYEE ASSISTANCE PROGRAM 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,177
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,150
Total of all active and inactive participants	2015-01-01	1,150
2014: EMPLOYEE ASSISTANCE PROGRAM 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,220
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,177
Total of all active and inactive participants	2014-01-01	1,177
2013: EMPLOYEE ASSISTANCE PROGRAM 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,219
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,220
Total of all active and inactive participants	2013-01-01	1,220
2012: EMPLOYEE ASSISTANCE PROGRAM 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,210
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,219
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,219
2011: EMPLOYEE ASSISTANCE PROGRAM 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,143
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,209
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	1,210
2010: EMPLOYEE ASSISTANCE PROGRAM 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,153
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,143
Total of all active and inactive participants	2010-01-01	1,143
Total participants	2010-01-01	1,143
2009: EMPLOYEE ASSISTANCE PROGRAM 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,201
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,153
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	1,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,153
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Form 5500 Responses for EMPLOYEE ASSISTANCE PROGRAM

2020: EMPLOYEE ASSISTANCE PROGRAM 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	This submission is the final filing	Yes
2020-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: EMPLOYEE ASSISTANCE PROGRAM 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: EMPLOYEE ASSISTANCE PROGRAM 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: EMPLOYEE ASSISTANCE PROGRAM 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: EMPLOYEE ASSISTANCE PROGRAM 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: EMPLOYEE ASSISTANCE PROGRAM 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: EMPLOYEE ASSISTANCE PROGRAM 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: EMPLOYEE ASSISTANCE PROGRAM 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: EMPLOYEE ASSISTANCE PROGRAM 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: EMPLOYEE ASSISTANCE PROGRAM 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: EMPLOYEE ASSISTANCE PROGRAM 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: EMPLOYEE ASSISTANCE PROGRAM 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	WINONA HEALTH SERVICES
Employer identification number (EIN):	410713914
NAIC Classification:	622000
NAIC Description:	Hospitals