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GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 401k Plan overview

Plan NameGROUP HEALTH PLAN, INC. 403(B)(7) PLAN
Plan identification number 004

GROUP HEALTH PLAN, INC. 403(B)(7) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GROUP HEALTH PLAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:GROUP HEALTH PLAN, INC.
Employer identification number (EIN):410797853
NAIC Classification:621491
NAIC Description:HMO Medical Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP HEALTH PLAN, INC. 403(B)(7) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01ANAHITA CAMERON2018-10-10 ANAHITA CAMERON2018-10-10
0042016-01-01CALVIN ALLEN2017-10-12 CALVIN ALLEN2017-10-12
0042015-01-01CALVIN ALLEN2016-10-14 CALVIN ALLEN2016-10-14
0042014-01-01CALVIN ALLEN2015-10-15 CALVIN ALLEN2015-10-15
0042013-01-01CALVIN ALLEN2014-10-13 CALVIN ALLEN2014-10-13
0042012-01-01CALVIN ALLEN2013-10-07 CALVIN ALLEN2013-10-07
0042011-01-01CALVIN ALLEN2012-10-15 CALVIN ALLEN2012-10-15
0042010-01-01CALVIN ALLEN2012-10-17 CALVIN ALLEN2012-10-17
0042009-01-01CALVIN ALLEN2010-10-15 CALVIN ALLEN2010-10-15

Plan Statistics for GROUP HEALTH PLAN, INC. 403(B)(7) PLAN

401k plan membership statisitcs for GROUP HEALTH PLAN, INC. 403(B)(7) PLAN

Measure Date Value
2023: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01301
Total number of active participants reported on line 7a of the Form 55002023-01-01189
Number of retired or separated participants receiving benefits2023-01-0117
Number of other retired or separated participants entitled to future benefits2023-01-0160
Total of all active and inactive participants2023-01-01266
Total participants2023-01-01266
Number of participants with account balances2023-01-01223
2022: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01325
Total number of active participants reported on line 7a of the Form 55002022-01-01221
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-0164
Total of all active and inactive participants2022-01-01301
Total participants2022-01-01301
Number of participants with account balances2022-01-01256
2021: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01359
Total number of active participants reported on line 7a of the Form 55002021-01-01246
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-0163
Total of all active and inactive participants2021-01-01325
Total participants2021-01-01325
Number of participants with account balances2021-01-01288
2020: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01404
Total number of active participants reported on line 7a of the Form 55002020-01-01275
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-0175
Total of all active and inactive participants2020-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01360
Number of participants with account balances2020-01-01317
2019: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01405
Total number of active participants reported on line 7a of the Form 55002019-01-01338
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01414
Number of participants with account balances2019-01-01361
2018: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01500
Total number of active participants reported on line 7a of the Form 55002018-01-01371
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-0171
Total of all active and inactive participants2018-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01460
Number of participants with account balances2018-01-01405
2017: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01546
Total number of active participants reported on line 7a of the Form 55002017-01-01404
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-0182
Total of all active and inactive participants2017-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01501
Number of participants with account balances2017-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01546
Total number of active participants reported on line 7a of the Form 55002016-01-01452
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-0181
Total of all active and inactive participants2016-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01547
Number of participants with account balances2016-01-01497
2015: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01625
Total number of active participants reported on line 7a of the Form 55002015-01-01486
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-0188
Total of all active and inactive participants2015-01-01586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01587
Number of participants with account balances2015-01-01541
2014: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01669
Total number of active participants reported on line 7a of the Form 55002014-01-01528
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-0186
Total of all active and inactive participants2014-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01625
Number of participants with account balances2014-01-01578
2013: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01705
Total number of active participants reported on line 7a of the Form 55002013-01-01568
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-0191
Total of all active and inactive participants2013-01-01669
Total participants2013-01-01669
Number of participants with account balances2013-01-01618
2012: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01745
Total number of active participants reported on line 7a of the Form 55002012-01-01597
Number of retired or separated participants receiving benefits2012-01-0113
Number of other retired or separated participants entitled to future benefits2012-01-0195
Total of all active and inactive participants2012-01-01705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01705
Number of participants with account balances2012-01-01705
2011: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01784
Total number of active participants reported on line 7a of the Form 55002011-01-01634
Number of retired or separated participants receiving benefits2011-01-0112
Number of other retired or separated participants entitled to future benefits2011-01-0199
Total of all active and inactive participants2011-01-01745
Total participants2011-01-01745
Number of participants with account balances2011-01-01700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01819
Total number of active participants reported on line 7a of the Form 55002010-01-01669
Number of retired or separated participants receiving benefits2010-01-0113
Number of other retired or separated participants entitled to future benefits2010-01-01102
Total of all active and inactive participants2010-01-01784
Total participants2010-01-01784
Number of participants with account balances2010-01-01739
2009: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01819
Total number of active participants reported on line 7a of the Form 55002009-01-01694
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-01116
Total of all active and inactive participants2009-01-01819
Total participants2009-01-01819
Number of participants with account balances2009-01-01784

Financial Data on GROUP HEALTH PLAN, INC. 403(B)(7) PLAN

Measure Date Value
2023 : GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$2,862,991
Total of all expenses incurred2023-12-31$1,691,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,681,841
Value of total assets at end of year2023-12-31$13,855,006
Value of total assets at beginning of year2023-12-31$12,683,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$9,667
Total interest from all sources2023-12-31$1,799
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$412,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$412,346
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$15,000,000
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
Participant contributions at end of year2023-12-31$15,561
Participant contributions at beginning of year2023-12-31$72,430
Assets. Other investments not covered elsewhere at end of year2023-12-31$118,454
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$104,699
Administrative expenses (other) incurred2023-12-31$9,667
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$1,171,483
Value of net assets at end of year (total assets less liabilities)2023-12-31$13,855,006
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$12,683,523
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$13,720,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$12,506,394
Interest on participant loans2023-12-31$1,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,448,846
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,681,841
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,548,380
Total of all expenses incurred2022-12-31$1,856,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,847,838
Value of total assets at end of year2022-12-31$12,683,523
Value of total assets at beginning of year2022-12-31$18,088,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,327
Total interest from all sources2022-12-31$2,894
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$537,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$537,085
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
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
Participant contributions at end of year2022-12-31$72,430
Participant contributions at beginning of year2022-12-31$89,664
Assets. Other investments not covered elsewhere at end of year2022-12-31$104,699
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$116,634
Administrative expenses (other) incurred2022-12-31$8,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,404,545
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,683,523
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,088,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,506,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,881,770
Interest on participant loans2022-12-31$2,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,088,359
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,847,838
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,624,906
Total of all expenses incurred2021-12-31$1,611,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,602,558
Value of total assets at end of year2021-12-31$18,088,068
Value of total assets at beginning of year2021-12-31$17,074,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,648
Total interest from all sources2021-12-31$3,601
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$774,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$774,295
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
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
Participant contributions at end of year2021-12-31$89,664
Participant contributions at beginning of year2021-12-31$75,518
Assets. Other investments not covered elsewhere at end of year2021-12-31$116,634
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$107,647
Administrative expenses (other) incurred2021-12-31$8,648
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$1,013,700
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,088,068
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,074,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,881,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,891,203
Interest on participant loans2021-12-31$3,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,847,010
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,602,558
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,631,650
Total of all expenses incurred2020-12-31$3,478,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,464,302
Value of total assets at end of year2020-12-31$17,074,368
Value of total assets at beginning of year2020-12-31$16,921,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,655
Total interest from all sources2020-12-31$3,220
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$494,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$494,315
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$75,518
Participant contributions at beginning of year2020-12-31$96,581
Assets. Other investments not covered elsewhere at end of year2020-12-31$107,647
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$102,622
Administrative expenses (other) incurred2020-12-31$14,655
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$152,693
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,074,368
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,921,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,891,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,722,472
Interest on participant loans2020-12-31$3,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,134,115
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,464,302
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,575,118
Total of all expenses incurred2019-12-31$1,991,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,980,200
Value of total assets at end of year2019-12-31$16,921,675
Value of total assets at beginning of year2019-12-31$15,337,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,107
Total interest from all sources2019-12-31$4,803
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$414,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$414,710
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
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
Participant contributions at end of year2019-12-31$96,581
Participant contributions at beginning of year2019-12-31$120,473
Assets. Other investments not covered elsewhere at end of year2019-12-31$102,622
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$91,667
Administrative expenses (other) incurred2019-12-31$11,107
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$1,583,811
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,921,675
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,337,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,722,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,125,724
Interest on participant loans2019-12-31$4,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,155,605
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,980,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-712,834
Total of all expenses incurred2018-12-31$2,405,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,397,828
Value of total assets at end of year2018-12-31$15,337,864
Value of total assets at beginning of year2018-12-31$18,456,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,532
Total interest from all sources2018-12-31$4,749
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$778,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$778,082
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$120,473
Participant contributions at beginning of year2018-12-31$124,166
Assets. Other investments not covered elsewhere at end of year2018-12-31$91,667
Administrative expenses (other) incurred2018-12-31$7,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,118,194
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,337,864
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,456,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,125,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,331,892
Interest on participant loans2018-12-31$4,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,495,665
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,397,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,096,107
Total of all expenses incurred2017-12-31$1,730,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,729,599
Value of total assets at end of year2017-12-31$18,456,058
Value of total assets at beginning of year2017-12-31$17,090,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,195
Total interest from all sources2017-12-31$5,608
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$839,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$839,838
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$124,166
Participant contributions at beginning of year2017-12-31$170,388
Administrative expenses (other) incurred2017-12-31$1,195
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$1,365,313
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,456,058
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,090,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,331,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,920,357
Interest on participant loans2017-12-31$5,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,250,661
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,729,599
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,433,244
Total of all expenses incurred2016-12-31$1,699,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,698,796
Value of total assets at end of year2016-12-31$17,090,745
Value of total assets at beginning of year2016-12-31$17,357,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,079
Total interest from all sources2016-12-31$9,398
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$694,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$694,344
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$170,388
Participant contributions at beginning of year2016-12-31$174,528
Administrative expenses (other) incurred2016-12-31$1,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-266,631
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,090,745
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,357,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,920,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,182,848
Interest on participant loans2016-12-31$6,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$729,502
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,698,796
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$124,638
Total of all expenses incurred2015-12-31$1,391,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,389,842
Value of total assets at end of year2015-12-31$17,357,376
Value of total assets at beginning of year2015-12-31$18,623,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,351
Total interest from all sources2015-12-31$7,074
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$720,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$720,629
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$174,528
Participant contributions at beginning of year2015-12-31$184,123
Administrative expenses (other) incurred2015-12-31$1,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,266,555
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,357,376
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,623,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,182,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,439,808
Interest on participant loans2015-12-31$6,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-603,065
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,389,842
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,645,129
Total of all expenses incurred2014-12-31$1,608,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,614,964
Value of total assets at end of year2014-12-31$18,623,931
Value of total assets at beginning of year2014-12-31$18,586,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$-6,920
Total interest from all sources2014-12-31$6,197
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$732,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$732,554
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$184,123
Participant contributions at beginning of year2014-12-31$190,830
Administrative expenses (other) incurred2014-12-31$-6,920
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$37,085
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,623,931
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,586,846
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$18,439,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,396,016
Interest on participant loans2014-12-31$5,899
Interest earned on other investments2014-12-31$298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$906,378
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,614,964
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 name2014-12-31KPMG, LLP.
Accountancy firm EIN2014-12-31135665207
2013 : GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,658,458
Total of all expenses incurred2013-12-31$1,202,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,213,657
Value of total assets at end of year2013-12-31$18,586,846
Value of total assets at beginning of year2013-12-31$16,130,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$-11,343
Total interest from all sources2013-12-31$6,193
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$617,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$617,452
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$190,830
Participant contributions at beginning of year2013-12-31$173,970
Administrative expenses (other) incurred2013-12-31$-11,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,456,144
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,586,846
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,130,702
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$18,396,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,956,732
Interest on participant loans2013-12-31$5,877
Interest earned on other investments2013-12-31$316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,034,813
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,213,657
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 name2013-12-31KPMG, LLP.
Accountancy firm EIN2013-12-31135665207
2012 : GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,183,587
Total of all expenses incurred2012-12-31$1,557,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,559,409
Value of total assets at end of year2012-12-31$16,130,702
Value of total assets at beginning of year2012-12-31$15,504,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$-2,351
Total interest from all sources2012-12-31$8,961
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$470,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$470,395
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$173,970
Participant contributions at beginning of year2012-12-31$186,391
Administrative expenses (other) incurred2012-12-31$-2,351
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$626,529
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,130,702
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,504,173
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$15,956,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,317,782
Interest on participant loans2012-12-31$6,078
Interest earned on other investments2012-12-31$2,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,704,231
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,559,409
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG, LLP
Accountancy firm EIN2012-12-31135665207
2011 : GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$-174,728
Total of all expenses incurred2011-12-31$851,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$841,723
Expenses. Certain deemed distributions of participant loans2011-12-31$7,962
Value of total assets at end of year2011-12-31$15,504,173
Value of total assets at beginning of year2011-12-31$16,530,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,076
Total interest from all sources2011-12-31$7,422
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$441,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$441,941
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$186,391
Participant contributions at beginning of year2011-12-31$187,273
Administrative expenses (other) incurred2011-12-31$2,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,026,489
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,504,173
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,530,662
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$15,317,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,343,389
Interest on participant loans2011-12-31$6,813
Interest earned on other investments2011-12-31$609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-624,091
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$841,723
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 name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135665207
2010 : GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,936,790
Total of all expenses incurred2010-12-31$920,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$918,177
Value of total assets at end of year2010-12-31$16,530,662
Value of total assets at beginning of year2010-12-31$15,514,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,022
Total interest from all sources2010-12-31$9,913
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$351,508
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$351,508
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$187,273
Participant contributions at beginning of year2010-12-31$209,605
Administrative expenses (other) incurred2010-12-31$2,022
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$1,016,591
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,530,662
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,514,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,343,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,304,466
Interest on participant loans2010-12-31$9,531
Interest earned on other investments2010-12-31$382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,575,369
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$918,177
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135665207

Form 5500 Responses for GROUP HEALTH PLAN, INC. 403(B)(7) PLAN

2023: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GROUP HEALTH PLAN, INC. 403(B)(7) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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