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WINTER HAVEN HOSPITAL RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameWINTER HAVEN HOSPITAL RETIREMENT SAVINGS PLAN
Plan identification number 002

WINTER HAVEN HOSPITAL 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)(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.

401k Sponsoring company profile

WINTER HAVEN HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:WINTER HAVEN HOSPITAL, INC.
Employer identification number (EIN):590724462
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about WINTER HAVEN HOSPITAL, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1961-10-30
Company Identification Number: 703100
Legal Registered Office Address: ATTENTION: LEGAL SERVICES DEPARTMENT

CLEARWATER

33759

More information about WINTER HAVEN HOSPITAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINTER HAVEN HOSPITAL RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-10-01CRAIG V. BRETHAUER

Plan Statistics for WINTER HAVEN HOSPITAL RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for WINTER HAVEN HOSPITAL RETIREMENT SAVINGS PLAN

Measure Date Value
2012: WINTER HAVEN HOSPITAL RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-013,691
Total number of active participants reported on line 7a of the Form 55002012-10-012,826
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-011,159
Total of all active and inactive participants2012-10-013,985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-013,985
Number of participants with account balances2012-10-012,982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0110

Financial Data on WINTER HAVEN HOSPITAL RETIREMENT SAVINGS PLAN

Measure Date Value
2013 : WINTER HAVEN HOSPITAL RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$16,256,010
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$5,106,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$4,917,472
Expenses. Certain deemed distributions of participant loans2013-09-30$4,568
Value of total corrective distributions2013-09-30$14,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$6,432,440
Value of total assets at end of year2013-09-30$87,898,800
Value of total assets at beginning of year2013-09-30$76,748,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$169,668
Total interest from all sources2013-09-30$1,056,867
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$1,258,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$1,258,850
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$5,046,545
Participant contributions at end of year2013-09-30$1,915,581
Participant contributions at beginning of year2013-09-30$1,742,275
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$95,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$11,149,948
Value of net assets at end of year (total assets less liabilities)2013-09-30$87,898,800
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$76,748,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$54,042,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$45,138,397
Interest on participant loans2013-09-30$74,433
Interest earned on other investments2013-09-30$982,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$31,940,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$29,868,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$7,507,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$1,290,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$4,917,472
Contract administrator fees2013-09-30$169,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30CROSS, FERNANDEZ, AND RILEY, LLP
Accountancy firm EIN2013-09-30593651466

Form 5500 Responses for WINTER HAVEN HOSPITAL RETIREMENT SAVINGS PLAN

2012: WINTER HAVEN HOSPITAL RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes

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