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SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN
Plan identification number 002

SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN Benefits

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

SOUTHERN REGIONAL HEALTH SYSTEM INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN REGIONAL HEALTH SYSTEM INC.
Employer identification number (EIN):581955423
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01LOIS DEMERICH
0022017-01-01
0022016-01-01LOIS DEMERICH
0022016-01-01
0022015-01-01LOIS DEMERICH
0022014-01-01STACEY HANCOCK
0022013-01-01STACEY HANCOCK
0022012-01-01STACEY J. HANCOCK STACEY J. HANCOCK2013-10-11
0022011-01-01STACEY J. HANCOCK
0022009-01-01STACEY J. HANCOCK
0022009-01-01STACEY J. HANCOCK

Plan Statistics for SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN

Measure Date Value
2017: SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,520
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
2016: SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,997
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-011,516
Total of all active and inactive participants2016-01-011,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,520
Number of participants with account balances2016-01-011,520
2015: SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,307
Total number of active participants reported on line 7a of the Form 55002015-01-011,188
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01800
Total of all active and inactive participants2015-01-011,996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,997
Number of participants with account balances2015-01-011,976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,378
Total number of active participants reported on line 7a of the Form 55002014-01-011,294
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-011,003
Total of all active and inactive participants2014-01-012,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-012,307
Number of participants with account balances2014-01-012,284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,393
Total number of active participants reported on line 7a of the Form 55002013-01-011,609
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-01758
Total of all active and inactive participants2013-01-012,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,378
Number of participants with account balances2013-01-012,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,558
Total number of active participants reported on line 7a of the Form 55002012-01-011,598
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01789
Total of all active and inactive participants2012-01-012,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-012,389
Number of participants with account balances2012-01-012,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,911
Total number of active participants reported on line 7a of the Form 55002011-01-011,546
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-011,007
Total of all active and inactive participants2011-01-012,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,558
Number of participants with account balances2011-01-012,547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,400
Total number of active participants reported on line 7a of the Form 55002009-01-013,115
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01260
Total of all active and inactive participants2009-01-013,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,379
Number of participants with account balances2009-01-013,153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0148

Financial Data on SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN

Measure Date Value
2017 : SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-01-18$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-18$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-18$0
Total income from all sources (including contributions)2017-01-18$325
Total loss/gain on sale of assets2017-01-18$0
Total of all expenses incurred2017-01-18$24,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-18$24,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-18$0
Value of total assets at end of year2017-01-18$0
Value of total assets at beginning of year2017-01-18$24,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-18$0
Total interest from all sources2017-01-18$0
Total dividends received (eg from common stock, registered investment company shares)2017-01-18$1
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-18Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-01-18$0
Total dividends received from registered investment company shares (eg mutual funds)2017-01-18$1
Was this plan covered by a fidelity bond2017-01-18Yes
Value of fidelity bond cover2017-01-18$10,000,000
If this is an individual account plan, was there a blackout period2017-01-18No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-18$0
Were there any nonexempt tranactions with any party-in-interest2017-01-18No
Assets. Other investments not covered elsewhere at end of year2017-01-18$0
Assets. Other investments not covered elsewhere at beginning of year2017-01-18$7,856
Other income not declared elsewhere2017-01-18$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-18No
Value of net income/loss2017-01-18$-24,410
Value of net assets at end of year (total assets less liabilities)2017-01-18$0
Value of net assets at beginning of year (total assets less liabilities)2017-01-18$24,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-18No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-18No
Were any leases to which the plan was party in default or uncollectible2017-01-18No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-18$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-18$16,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-18$318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-18No
Was there a failure to transmit to the plan any participant contributions2017-01-18No
Has the plan failed to provide any benefit when due under the plan2017-01-18No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-18$24,735
Did the plan have assets held for investment2017-01-18Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-18No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-18Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-18Yes
Opinion of an independent qualified public accountant for this plan2017-01-18Disclaimer
Accountancy firm name2017-01-18WINDHAM BRANNON, P.C.
Accountancy firm EIN2017-01-18581763439
2016 : SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$-1,260,387
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$67,261,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$66,873,656
Expenses. Certain deemed distributions of participant loans2016-12-31$263,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$-219,324
Value of total assets at end of year2016-12-31$24,410
Value of total assets at beginning of year2016-12-31$68,546,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$123,883
Total interest from all sources2016-12-31$5,119
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$119,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$119,021
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$-10,438
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$1,062,939
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,856
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$19,733,958
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$26,535
Other income not declared elsewhere2016-12-31$113,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-68,521,675
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,410
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$68,546,085
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
Investment advisory and management fees2016-12-31$72,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$45,531,034
Interest on participant loans2016-12-31$44,231
Interest earned on other investments2016-12-31$-39,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,218,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-1,278,450
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$-235,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$66,873,656
Contract administrator fees2016-12-31$51,062
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 name2016-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2016-12-31581763439
2015 : SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS 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$6,160,353
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$13,676,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,096,682
Expenses. Certain deemed distributions of participant loans2015-12-31$396,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,305,451
Value of total assets at end of year2015-12-31$68,546,085
Value of total assets at beginning of year2015-12-31$76,062,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$183,742
Total interest from all sources2015-12-31$130,453
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,381,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,381,770
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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
Contributions received from participants2015-12-31$3,372,802
Participant contributions at end of year2015-12-31$1,062,939
Participant contributions at beginning of year2015-12-31$1,401,868
Assets. Other investments not covered elsewhere at end of year2015-12-31$19,733,958
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$220,532
Other income not declared elsewhere2015-12-31$407,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-7,516,345
Value of net assets at end of year (total assets less liabilities)2015-12-31$68,546,085
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$76,062,430
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$45,531,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$51,713,115
Interest on participant loans2015-12-31$49,711
Interest earned on other investments2015-12-31$80,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,218,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$22,947,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,064,864
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$1,712,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,096,682
Contract administrator fees2015-12-31$183,742
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 name2015-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2015-12-31581763439
2014 : SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS 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$1,026,103
Total income from all sources (including contributions)2014-12-31$11,803,258
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,562,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,178,418
Expenses. Certain deemed distributions of participant loans2014-12-31$178,513
Value of total corrective distributions2014-12-31$2,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,054,692
Value of total assets at end of year2014-12-31$76,062,430
Value of total assets at beginning of year2014-12-31$76,847,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$203,125
Total interest from all sources2014-12-31$551,349
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,651,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,651,368
Administrative expenses professional fees incurred2014-12-31$33,906
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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
Contributions received from participants2014-12-31$3,675,509
Participant contributions at end of year2014-12-31$1,401,868
Participant contributions at beginning of year2014-12-31$1,459,107
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$146,379
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,282,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,026,103
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$240,912
Value of net assets at end of year (total assets less liabilities)2014-12-31$76,062,430
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$75,821,518
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$51,713,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$50,232,628
Interest on participant loans2014-12-31$55,822
Interest earned on other investments2014-12-31$495,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$22,947,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$24,918,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,545,849
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$2,096,901
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$91,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,178,418
Contract administrator fees2014-12-31$169,219
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 name2014-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2014-12-31581763439
2013 : SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS 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$1,026,103
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$18,005,960
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,636,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,414,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,858,487
Value of total assets at end of year2013-12-31$76,847,621
Value of total assets at beginning of year2013-12-31$65,452,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$222,323
Total interest from all sources2013-12-31$574,613
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,016,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,016,413
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,851,273
Participant contributions at end of year2013-12-31$1,459,107
Participant contributions at beginning of year2013-12-31$1,264,044
Participant contributions at end of year2013-12-31$146,379
Participant contributions at beginning of year2013-12-31$165,562
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$556,599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,026,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,369,104
Value of net assets at end of year (total assets less liabilities)2013-12-31$75,821,518
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$65,452,414
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
Investment advisory and management fees2013-12-31$30,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$50,232,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$39,772,596
Interest on participant loans2013-12-31$45,897
Interest earned on other investments2013-12-31$528,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$115,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$115,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$24,918,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$24,030,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,556,447
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$2,450,615
Employer contributions (assets) at end of year2013-12-31$91,261
Employer contributions (assets) at beginning of year2013-12-31$104,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,414,533
Contract administrator fees2013-12-31$191,493
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 name2013-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2013-12-31581763439
2012 : SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS 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$123,827
Total income from all sources (including contributions)2012-12-31$12,924,615
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,401,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,098,521
Expenses. Certain deemed distributions of participant loans2012-12-31$77,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,678,043
Value of total assets at end of year2012-12-31$65,452,414
Value of total assets at beginning of year2012-12-31$61,053,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$225,584
Total interest from all sources2012-12-31$556,753
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$904,185
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$904,185
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,841,822
Participant contributions at end of year2012-12-31$1,264,044
Participant contributions at beginning of year2012-12-31$1,355,075
Participant contributions at end of year2012-12-31$165,562
Participant contributions at beginning of year2012-12-31$142,331
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$391,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$129,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$123,827
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$4,523,097
Value of net assets at end of year (total assets less liabilities)2012-12-31$65,452,414
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$60,929,317
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$39,772,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$36,393,396
Interest on participant loans2012-12-31$32,142
Interest earned on other investments2012-12-31$524,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$115,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$115,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$115,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$24,030,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$22,781,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,785,634
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$2,444,536
Employer contributions (assets) at end of year2012-12-31$104,051
Employer contributions (assets) at beginning of year2012-12-31$136,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,098,521
Contract administrator fees2012-12-31$225,584
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 name2012-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2012-12-31581763439
2011 : SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS 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$123,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$978,866
Total income from all sources (including contributions)2011-12-31$7,231,551
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,904,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,671,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,755,161
Value of total assets at end of year2011-12-31$61,053,144
Value of total assets at beginning of year2011-12-31$60,581,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$233,346
Total interest from all sources2011-12-31$692,497
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$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,323,718
Participant contributions at end of year2011-12-31$1,355,075
Participant contributions at beginning of year2011-12-31$1,029,685
Participant contributions at end of year2011-12-31$142,331
Participant contributions at beginning of year2011-12-31$125,950
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,047,946
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$129,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$63,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$123,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$978,866
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$1,326,932
Value of net assets at end of year (total assets less liabilities)2011-12-31$60,929,317
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$59,602,385
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$36,393,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$36,800,145
Interest on participant loans2011-12-31$36,951
Interest earned on other investments2011-12-31$655,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$115,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$100,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$100,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$22,781,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$22,324,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,216,107
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$3,383,497
Employer contributions (assets) at end of year2011-12-31$136,317
Employer contributions (assets) at beginning of year2011-12-31$136,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,671,273
Contract administrator fees2011-12-31$233,346
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 name2011-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2011-12-31581763439
2010 : SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS 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$978,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$149,214
Total income from all sources (including contributions)2010-12-31$12,572,711
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,246,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,986,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,530,169
Value of total assets at end of year2010-12-31$60,581,251
Value of total assets at beginning of year2010-12-31$51,425,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$259,888
Total interest from all sources2010-12-31$902,044
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$699,111
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$699,111
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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
Contributions received from participants2010-12-31$3,454,170
Participant contributions at end of year2010-12-31$1,029,685
Participant contributions at beginning of year2010-12-31$1,071,146
Participant contributions at end of year2010-12-31$125,950
Participant contributions at beginning of year2010-12-31$130,123
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$469,187
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$63,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$72,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$978,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$149,214
Total non interest bearing cash at beginning of year2010-12-31$6,727
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$8,326,047
Value of net assets at end of year (total assets less liabilities)2010-12-31$59,602,385
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$51,276,338
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$32,914,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$26,679,283
Value of interest in pooled separate accounts at end of year2010-12-31$3,885,643
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,742,453
Interest on participant loans2010-12-31$46,906
Interest earned on other investments2010-12-31$855,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$100,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$86,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$86,971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$22,324,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$19,550,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,944,591
Net investment gain/loss from pooled separate accounts2010-12-31$496,796
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$3,606,812
Employer contributions (assets) at end of year2010-12-31$136,390
Employer contributions (assets) at beginning of year2010-12-31$86,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,986,776
Contract administrator fees2010-12-31$259,888
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 name2010-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2010-12-31581763439
2009 : SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS 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 SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN

2017: SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS 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
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS 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
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS 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
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS 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
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS 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
2011-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN REGIONAL HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number892981-007
Policy instance 1
Insurance contract or identification number892981-007
Number of Individuals Covered883
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67159
Policy instance 3
Insurance contract or identification number67159
Number of Individuals Covered493
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $911
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 $310
Insurance broker organization code?3
Insurance broker nameGREGORY S DANIEL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR29610
Policy instance 2
Insurance contract or identification numberCR29610
Number of Individuals Covered81
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number892981-007
Policy instance 1
Insurance contract or identification number892981-007
Number of Individuals Covered1031
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR29610
Policy instance 2
Insurance contract or identification numberCR29610
Number of Individuals Covered87
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67159
Policy instance 3
Insurance contract or identification number67159
Number of Individuals Covered539
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,886
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 $1,408
Insurance broker organization code?3
Insurance broker nameSTEVEN J ROSENSTOCK
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number892981-007
Policy instance 1
Insurance contract or identification number892981-007
Number of Individuals Covered1167
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR29610
Policy instance 2
Insurance contract or identification numberCR29610
Number of Individuals Covered89
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67159
Policy instance 3
Insurance contract or identification number67159
Number of Individuals Covered569
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,638
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 $910
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER J COWART
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number892981-007
Policy instance 1
Insurance contract or identification number892981-007
Number of Individuals Covered508
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67159
Policy instance 3
Insurance contract or identification number67159
Number of Individuals Covered592
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,657
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 $1,333
Insurance broker organization code?3
Insurance broker nameMICHAEL SZYMKEIWICZ
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR29610
Policy instance 2
Insurance contract or identification numberCR29610
Number of Individuals Covered94
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number892981-007
Policy instance 1
Insurance contract or identification number892981-007
Number of Individuals Covered1492
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR29610
Policy instance 2
Insurance contract or identification numberCR29610
Number of Individuals Covered108
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67159
Policy instance 3
Insurance contract or identification number67159
Number of Individuals Covered646
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,964
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number892981-007
Policy instance 1
Insurance contract or identification number892981-007
Number of Individuals Covered2183
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR29610
Policy instance 2
Insurance contract or identification numberCR29610
Number of Individuals Covered117
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67159
Policy instance 3
Insurance contract or identification number67159
Number of Individuals Covered698
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,116
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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