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NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameNORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN
Plan identification number 002

NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORTH MISSISSIPPI HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTH MISSISSIPPI HEALTH SERVICES, INC.
Employer identification number (EIN):640653269
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01SONDRA DAVIS2024-07-19
0022022-01-01SONDRA DAVIS2023-10-02
0022021-01-01SONDRA DAVIS2022-10-07
0022020-01-01SONDRA DAVIS2021-10-13
0022019-01-01SONDRA DAVIS2020-07-24
0022018-01-01SONDRA DAVIS2019-09-27
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022014-01-01
0022014-01-01
0022014-01-01
0022013-01-01DONNA W BRUCE
0022012-01-01PENNY WOOD
0022011-01-01DONNA W. BRUCE
0022010-01-01DONNA W. BRUCE
0022009-01-01DONNA W. BRUCE
0022009-01-01
0022009-01-01DONNA W. BRUCE

Plan Statistics for NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN

Measure Date Value
2023: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-018,496
Total number of active participants reported on line 7a of the Form 55002023-01-017,212
Number of retired or separated participants receiving benefits2023-01-01158
Number of other retired or separated participants entitled to future benefits2023-01-011,155
Total of all active and inactive participants2023-01-018,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0134
Total participants2023-01-018,559
Number of participants with account balances2023-01-015,793
2022: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018,352
Total number of active participants reported on line 7a of the Form 55002022-01-017,294
Number of retired or separated participants receiving benefits2022-01-01155
Number of other retired or separated participants entitled to future benefits2022-01-011,016
Total of all active and inactive participants2022-01-018,465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0131
Total participants2022-01-018,496
Number of participants with account balances2022-01-015,543
2021: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018,194
Total number of active participants reported on line 7a of the Form 55002021-01-017,169
Number of retired or separated participants receiving benefits2021-01-01148
Number of other retired or separated participants entitled to future benefits2021-01-011,011
Total of all active and inactive participants2021-01-018,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0124
Total participants2021-01-018,352
Number of participants with account balances2021-01-015,610
2020: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018,382
Total number of active participants reported on line 7a of the Form 55002020-01-017,067
Number of retired or separated participants receiving benefits2020-01-01126
Number of other retired or separated participants entitled to future benefits2020-01-01969
Total of all active and inactive participants2020-01-018,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0132
Total participants2020-01-018,194
Number of participants with account balances2020-01-015,652
2019: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018,023
Total number of active participants reported on line 7a of the Form 55002019-01-017,339
Number of retired or separated participants receiving benefits2019-01-01129
Number of other retired or separated participants entitled to future benefits2019-01-01884
Total of all active and inactive participants2019-01-018,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0130
Total participants2019-01-018,382
Number of participants with account balances2019-01-015,839
2018: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018,283
Total number of active participants reported on line 7a of the Form 55002018-01-017,027
Number of retired or separated participants receiving benefits2018-01-01121
Number of other retired or separated participants entitled to future benefits2018-01-01846
Total of all active and inactive participants2018-01-017,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0129
Total participants2018-01-018,023
Number of participants with account balances2018-01-015,577
2017: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,310
Total number of active participants reported on line 7a of the Form 55002017-01-017,016
Number of retired or separated participants receiving benefits2017-01-01101
Number of other retired or separated participants entitled to future benefits2017-01-011,143
Total of all active and inactive participants2017-01-018,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0123
Total participants2017-01-018,283
Number of participants with account balances2017-01-015,844
2016: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,400
Total number of active participants reported on line 7a of the Form 55002016-01-016,704
Number of retired or separated participants receiving benefits2016-01-0188
Number of other retired or separated participants entitled to future benefits2016-01-011,499
Total of all active and inactive participants2016-01-018,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0119
Total participants2016-01-018,310
Number of participants with account balances2016-01-015,788
2015: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,836
Total number of active participants reported on line 7a of the Form 55002015-01-016,033
Number of retired or separated participants receiving benefits2015-01-0172
Number of other retired or separated participants entitled to future benefits2015-01-011,281
Total of all active and inactive participants2015-01-017,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-017,400
Number of participants with account balances2015-01-015,588
2014: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,547
Total number of active participants reported on line 7a of the Form 55002014-01-015,661
Number of retired or separated participants receiving benefits2014-01-0165
Number of other retired or separated participants entitled to future benefits2014-01-011,163
Total of all active and inactive participants2014-01-016,889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-016,901
Number of participants with account balances2014-01-015,335
2013: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,124
Total number of active participants reported on line 7a of the Form 55002013-01-015,509
Number of retired or separated participants receiving benefits2013-01-0166
Number of other retired or separated participants entitled to future benefits2013-01-011,068
Total of all active and inactive participants2013-01-016,643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-016,653
Number of participants with account balances2013-01-015,314
2012: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,624
Total number of active participants reported on line 7a of the Form 55002012-01-016,196
Number of retired or separated participants receiving benefits2012-01-0128
Number of other retired or separated participants entitled to future benefits2012-01-01899
Total of all active and inactive participants2012-01-017,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-017,124
Number of participants with account balances2012-01-014,932
2011: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,563
Total number of active participants reported on line 7a of the Form 55002011-01-015,701
Number of retired or separated participants receiving benefits2011-01-0118
Number of other retired or separated participants entitled to future benefits2011-01-01905
Total of all active and inactive participants2011-01-016,624
Total participants2011-01-016,624
Number of participants with account balances2011-01-014,873
2010: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,699
Total number of active participants reported on line 7a of the Form 55002010-01-015,733
Number of retired or separated participants receiving benefits2010-01-0114
Number of other retired or separated participants entitled to future benefits2010-01-01816
Total of all active and inactive participants2010-01-016,563
Total participants2010-01-016,563
Number of participants with account balances2010-01-014,758
2009: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,284
Total number of active participants reported on line 7a of the Form 55002009-01-015,907
Number of other retired or separated participants entitled to future benefits2009-01-01791
Total of all active and inactive participants2009-01-016,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-016,699
Number of participants with account balances2009-01-014,768

Financial Data on NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN

Measure Date Value
2023 : NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$75,160,664
Total of all expenses incurred2023-12-31$25,329,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$24,888,441
Expenses. Certain deemed distributions of participant loans2023-12-31$82,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$27,033,519
Value of total assets at end of year2023-12-31$389,928,695
Value of total assets at beginning of year2023-12-31$340,097,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$359,223
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$10,887,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$25,445,529
Participant contributions at end of year2023-12-31$1,029,383
Participant contributions at beginning of year2023-12-31$1,175,183
Participant contributions at end of year2023-12-31$858,800
Participant contributions at beginning of year2023-12-31$719,109
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,587,990
Administrative expenses (other) incurred2023-12-31$359,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$49,830,775
Value of net assets at end of year (total assets less liabilities)2023-12-31$389,928,695
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$340,097,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$307,529,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$237,387,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$80,510,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$100,816,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$37,239,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Income. Dividends from common stock2023-12-31$10,887,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$24,888,441
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
2022 : NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-17,773,535
Total of all expenses incurred2022-12-31$20,367,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$19,953,564
Expenses. Certain deemed distributions of participant loans2022-12-31$59,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$26,028,749
Value of total assets at end of year2022-12-31$340,097,920
Value of total assets at beginning of year2022-12-31$378,239,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$354,700
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,432,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$24,163,605
Participant contributions at end of year2022-12-31$1,175,183
Participant contributions at beginning of year2022-12-31$1,373,003
Participant contributions at end of year2022-12-31$719,109
Participant contributions at beginning of year2022-12-31$721,346
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,274,115
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,865,144
Administrative expenses (other) incurred2022-12-31$354,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-38,141,201
Value of net assets at end of year (total assets less liabilities)2022-12-31$340,097,920
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$378,239,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$237,387,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$272,357,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$100,816,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$102,513,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-51,234,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Income. Dividends from common stock2022-12-31$7,432,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,953,564
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$60,574,827
Total of all expenses incurred2021-12-31$16,414,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,767,278
Expenses. Certain deemed distributions of participant loans2021-12-31$294,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$25,610,277
Value of total assets at end of year2021-12-31$378,239,121
Value of total assets at beginning of year2021-12-31$334,078,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$352,611
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14,782,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$24,419,252
Participant contributions at end of year2021-12-31$1,373,003
Participant contributions at beginning of year2021-12-31$1,740,339
Participant contributions at end of year2021-12-31$721,346
Participant contributions at beginning of year2021-12-31$297,225
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,274,115
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,160,679
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,191,025
Administrative expenses (other) incurred2021-12-31$352,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$44,160,398
Value of net assets at end of year (total assets less liabilities)2021-12-31$378,239,121
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$334,078,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$272,357,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$236,822,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$102,513,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$94,058,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$20,181,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Income. Dividends from common stock2021-12-31$14,782,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,767,278
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$55,012,059
Total of all expenses incurred2020-12-31$33,438,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$33,148,166
Expenses. Certain deemed distributions of participant loans2020-12-31$70,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$22,004,055
Value of total assets at end of year2020-12-31$334,078,723
Value of total assets at beginning of year2020-12-31$312,505,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$220,414
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,407,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$20,418,331
Participant contributions at end of year2020-12-31$1,740,339
Participant contributions at beginning of year2020-12-31$1,000,339
Participant contributions at end of year2020-12-31$297,225
Participant contributions at beginning of year2020-12-31$977,232
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,160,679
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,003,137
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,585,724
Administrative expenses (other) incurred2020-12-31$220,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$21,573,471
Value of net assets at end of year (total assets less liabilities)2020-12-31$334,078,723
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$312,505,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$236,822,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$218,994,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$94,058,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$90,530,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$26,600,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Income. Dividends from common stock2020-12-31$6,407,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$33,148,166
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG, LLP
Accountancy firm EIN2020-12-31135565207
2019 : NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$68,536,297
Total of all expenses incurred2019-12-31$17,766,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,471,768
Expenses. Certain deemed distributions of participant loans2019-12-31$47,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,573,977
Value of total assets at end of year2019-12-31$312,505,252
Value of total assets at beginning of year2019-12-31$261,735,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$247,106
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,675,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$21,675,384
Participant contributions at end of year2019-12-31$1,000,339
Participant contributions at beginning of year2019-12-31$936,257
Participant contributions at end of year2019-12-31$977,232
Participant contributions at beginning of year2019-12-31$1,540,628
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,003,137
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$795,673
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,898,593
Administrative expenses (other) incurred2019-12-31$247,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$50,769,641
Value of net assets at end of year (total assets less liabilities)2019-12-31$312,505,252
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$261,735,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$218,994,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$174,381,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$90,530,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$84,081,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,286,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Income. Dividends from common stock2019-12-31$9,675,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,471,768
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG, LLP
Accountancy firm EIN2019-12-31135565207
2018 : NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$14,055,431
Total of all expenses incurred2018-12-31$12,989,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,890,929
Expenses. Certain deemed distributions of participant loans2018-12-31$37,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,312,254
Value of total assets at end of year2018-12-31$261,735,611
Value of total assets at beginning of year2018-12-31$260,670,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$61,025
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,582,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$19,646,298
Participant contributions at end of year2018-12-31$936,257
Participant contributions at beginning of year2018-12-31$772,679
Participant contributions at end of year2018-12-31$1,540,628
Participant contributions at beginning of year2018-12-31$1,348,216
Assets. Other investments not covered elsewhere at end of year2018-12-31$795,673
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$897,121
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,665,956
Administrative expenses (other) incurred2018-12-31$61,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,065,486
Value of net assets at end of year (total assets less liabilities)2018-12-31$261,735,611
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$260,670,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$174,381,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$175,735,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$84,081,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$81,916,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-18,839,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Income. Dividends from common stock2018-12-31$10,582,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,890,929
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG, LLP
Accountancy firm EIN2018-12-31135565207
2017 : NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$49,970,606
Total of all expenses incurred2017-12-31$10,064,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,040,033
Expenses. Certain deemed distributions of participant loans2017-12-31$19,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$22,218,320
Value of total assets at end of year2017-12-31$260,670,125
Value of total assets at beginning of year2017-12-31$220,764,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,831
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,492,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$19,464,824
Participant contributions at end of year2017-12-31$772,679
Participant contributions at beginning of year2017-12-31$677,440
Participant contributions at end of year2017-12-31$1,348,216
Participant contributions at beginning of year2017-12-31$669,478
Assets. Other investments not covered elsewhere at end of year2017-12-31$897,121
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$722,928
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,753,496
Administrative expenses (other) incurred2017-12-31$5,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$39,905,702
Value of net assets at end of year (total assets less liabilities)2017-12-31$260,670,125
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$220,764,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$175,735,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$142,667,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$81,916,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$76,026,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$20,260,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Income. Dividends from common stock2017-12-31$7,492,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,040,033
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG, LLP
Accountancy firm EIN2017-12-31135565207
2016 : NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$391,502
Total income from all sources (including contributions)2016-12-31$28,818,842
Total of all expenses incurred2016-12-31$12,257,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,222,756
Expenses. Certain deemed distributions of participant loans2016-12-31$29,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,934,870
Value of total assets at end of year2016-12-31$220,764,423
Value of total assets at beginning of year2016-12-31$204,594,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,898
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,508,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$14,370,324
Participant contributions at end of year2016-12-31$677,440
Participant contributions at beginning of year2016-12-31$612,828
Participant contributions at end of year2016-12-31$669,478
Participant contributions at beginning of year2016-12-31$912,374
Assets. Other investments not covered elsewhere at end of year2016-12-31$722,928
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$735,576
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$564,546
Administrative expenses (other) incurred2016-12-31$4,898
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$16,561,616
Value of net assets at end of year (total assets less liabilities)2016-12-31$220,764,423
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$204,202,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$142,667,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$129,700,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$76,026,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$72,632,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,375,785
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
Income. Dividends from common stock2016-12-31$8,508,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,222,756
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$391,502
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 name2016-12-31KPMG, LLP
Accountancy firm EIN2016-12-31135565207
2015 : NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$391,502
Total income from all sources (including contributions)2015-12-31$14,767,373
Total of all expenses incurred2015-12-31$8,530,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,459,462
Expenses. Certain deemed distributions of participant loans2015-12-31$65,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,180,819
Value of total assets at end of year2015-12-31$204,594,309
Value of total assets at beginning of year2015-12-31$197,965,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,243
Total interest from all sources2015-12-31$1,608,000
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,892,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,892,145
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$13,896,691
Participant contributions at end of year2015-12-31$612,828
Participant contributions at beginning of year2015-12-31$522,175
Participant contributions at end of year2015-12-31$912,374
Participant contributions at beginning of year2015-12-31$798,273
Assets. Other investments not covered elsewhere at end of year2015-12-31$735,576
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$771,112
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$284,128
Administrative expenses (other) incurred2015-12-31$5,243
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$6,237,143
Value of net assets at end of year (total assets less liabilities)2015-12-31$204,202,807
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$197,965,664
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$129,700,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$127,416,006
Interest earned on other investments2015-12-31$1,608,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$72,632,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$68,458,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,913,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,459,462
Liabilities. Value of benefit claims payable at end of year2015-12-31$391,502
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 name2015-12-31KPMG, LLP
Accountancy firm EIN2015-12-31135565207
2014 : NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$24,658,628
Total of all expenses incurred2014-12-31$11,052,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,019,043
Expenses. Certain deemed distributions of participant loans2014-12-31$30,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,126,808
Value of total assets at end of year2014-12-31$197,965,664
Value of total assets at beginning of year2014-12-31$184,359,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,151
Total interest from all sources2014-12-31$136,000
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,868,152
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$7,868,152
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$13,107,374
Participant contributions at end of year2014-12-31$522,175
Participant contributions at beginning of year2014-12-31$354,966
Participant contributions at end of year2014-12-31$798,273
Participant contributions at beginning of year2014-12-31$789,491
Assets. Other investments not covered elsewhere at end of year2014-12-31$771,112
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$748,081
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,434
Administrative expenses (other) incurred2014-12-31$3,151
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$13,605,998
Value of net assets at end of year (total assets less liabilities)2014-12-31$197,965,664
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$184,359,666
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$127,416,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$117,218,233
Interest earned on other investments2014-12-31$136,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$68,458,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$65,248,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,527,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,019,043
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG, LLP
Accountancy firm EIN2014-12-31135565207
2013 : NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$61,066
Total income from all sources (including contributions)2013-12-31$35,847,552
Total of all expenses incurred2013-12-31$6,877,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,778,707
Expenses. Certain deemed distributions of participant loans2013-12-31$89,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,715,200
Value of total assets at end of year2013-12-31$184,359,666
Value of total assets at beginning of year2013-12-31$155,450,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,631
Total interest from all sources2013-12-31$1,691,759
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,767,195
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$4,767,195
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$12,715,200
Participant contributions at end of year2013-12-31$354,966
Participant contributions at beginning of year2013-12-31$303,025
Participant contributions at end of year2013-12-31$789,491
Participant contributions at beginning of year2013-12-31$709,805
Assets. Other investments not covered elsewhere at end of year2013-12-31$748,081
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$634,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$47,800
Administrative expenses (other) incurred2013-12-31$9,631
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$28,970,099
Value of net assets at end of year (total assets less liabilities)2013-12-31$184,359,666
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$155,389,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$117,218,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$95,604,395
Interest earned on other investments2013-12-31$1,691,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$49,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$49,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$65,248,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$58,149,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,673,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,778,707
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$13,266
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG, LLP
Accountancy firm EIN2013-12-31135565207
2012 : NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$61,066
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$360,415
Total income from all sources (including contributions)2012-12-31$25,626,958
Total of all expenses incurred2012-12-31$6,106,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,024,531
Expenses. Certain deemed distributions of participant loans2012-12-31$77,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,529,265
Value of total assets at end of year2012-12-31$155,450,633
Value of total assets at beginning of year2012-12-31$136,229,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,223
Total interest from all sources2012-12-31$1,746,637
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,619,557
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$1,619,557
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$12,522,653
Participant contributions at end of year2012-12-31$303,025
Participant contributions at beginning of year2012-12-31$349,184
Participant contributions at end of year2012-12-31$709,805
Participant contributions at beginning of year2012-12-31$625,640
Assets. Other investments not covered elsewhere at end of year2012-12-31$634,400
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$908,024
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,612
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$47,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$325,022
Administrative expenses (other) incurred2012-12-31$4,223
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$19,520,828
Value of net assets at end of year (total assets less liabilities)2012-12-31$155,389,567
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$135,868,739
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$95,604,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$77,990,124
Interest earned on other investments2012-12-31$1,746,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$49,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$50,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$50,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$58,149,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$56,306,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,731,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,024,531
Liabilities. Value of benefit claims payable at end of year2012-12-31$13,266
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$35,393
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG, LLP
Accountancy firm EIN2012-12-31135565207
2011 : NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$360,415
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$172,040
Total income from all sources (including contributions)2011-12-31$13,735,268
Total of all expenses incurred2011-12-31$3,928,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,837,988
Expenses. Certain deemed distributions of participant loans2011-12-31$82,852
Value of total corrective distributions2011-12-31$3,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,179,911
Value of total assets at end of year2011-12-31$136,229,154
Value of total assets at beginning of year2011-12-31$126,233,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,247
Total interest from all sources2011-12-31$1,587,688
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,494,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,494,260
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$12,179,911
Participant contributions at end of year2011-12-31$349,184
Participant contributions at beginning of year2011-12-31$436,308
Participant contributions at end of year2011-12-31$625,640
Participant contributions at beginning of year2011-12-31$561,788
Assets. Other investments not covered elsewhere at end of year2011-12-31$908,024
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$787,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$325,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$172,040
Administrative expenses (other) incurred2011-12-31$4,247
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$9,807,022
Value of net assets at end of year (total assets less liabilities)2011-12-31$135,868,739
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$126,061,717
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$77,990,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$77,284,929
Interest earned on other investments2011-12-31$1,587,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$50,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$36,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$36,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$56,306,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$47,126,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,526,591
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,837,988
Liabilities. Value of benefit claims payable at end of year2011-12-31$35,393
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG, LLP
Accountancy firm EIN2011-12-31135565207
2010 : NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$6,789,413
Total unrealized appreciation/depreciation of assets2010-12-31$6,789,413
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$172,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$155,859
Total income from all sources (including contributions)2010-12-31$20,696,229
Total of all expenses incurred2010-12-31$4,246,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,242,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,015,234
Value of total assets at end of year2010-12-31$126,233,757
Value of total assets at beginning of year2010-12-31$109,767,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,026
Total interest from all sources2010-12-31$13
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,599,020
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$1,599,020
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$11,014,969
Participant contributions at end of year2010-12-31$354,165
Participant contributions at beginning of year2010-12-31$345,293
Participant contributions at end of year2010-12-31$561,788
Participant contributions at beginning of year2010-12-31$902,102
Assets. Other investments not covered elsewhere at end of year2010-12-31$869,893
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$835,969
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$265
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$172,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$155,859
Other income not declared elsewhere2010-12-31$1,292,549
Administrative expenses (other) incurred2010-12-31$4,026
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$16,449,679
Value of net assets at end of year (total assets less liabilities)2010-12-31$126,061,717
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$109,612,037
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$77,284,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$65,051,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$36,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$458,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$458,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$47,126,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$42,174,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,242,524
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG, LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN

2023: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTH MISSISSIPPI HEALTH SERVICES TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 number194331-007
Policy instance 2
Insurance contract or identification number194331-007
Number of Individuals Covered323
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number89368100007
Policy instance 1
Insurance contract or identification number89368100007
Number of Individuals Covered3647
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number194331-007
Policy instance 2
Insurance contract or identification number194331-007
Number of Individuals Covered336
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number89368100007
Policy instance 1
Insurance contract or identification number89368100007
Number of Individuals Covered4821
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number194331-007
Policy instance 2
Insurance contract or identification number194331-007
Number of Individuals Covered351
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55481
Policy instance 1
Insurance contract or identification numberGP55481
Number of Individuals Covered5003
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55481
Policy instance 1
Insurance contract or identification numberGP55481
Number of Individuals Covered5168
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number194331-007
Policy instance 2
Insurance contract or identification number194331-007
Number of Individuals Covered359
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number194331-001
Policy instance 2
Insurance contract or identification number194331-001
Number of Individuals Covered372
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55481
Policy instance 1
Insurance contract or identification numberGP55481
Number of Individuals Covered5347
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number194331-001
Policy instance 2
Insurance contract or identification number194331-001
Number of Individuals Covered382
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55481
Policy instance 1
Insurance contract or identification numberGP55481
Number of Individuals Covered5407
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number194331-001
Policy instance 2
Insurance contract or identification number194331-001
Number of Individuals Covered394
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55481
Policy instance 1
Insurance contract or identification numberGP55481
Number of Individuals Covered5524
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55481
Policy instance 1
Insurance contract or identification numberGP55481
Number of Individuals Covered5464
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number194331-001
Policy instance 2
Insurance contract or identification number194331-001
Number of Individuals Covered419
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55481
Policy instance 1
Insurance contract or identification numberGP55481
Number of Individuals Covered5224
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number194331-001
Policy instance 2
Insurance contract or identification number194331-001
Number of Individuals Covered431
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55481
Policy instance 1
Insurance contract or identification numberGP55481
Number of Individuals Covered5199
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number194331-001
Policy instance 2
Insurance contract or identification number194331-001
Number of Individuals Covered448
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55481
Policy instance 2
Insurance contract or identification numberGP55481
Number of Individuals Covered4122
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number194331-001
Policy instance 1
Insurance contract or identification number194331-001
Number of Individuals Covered469
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55481
Policy instance 2
Insurance contract or identification numberGP55481
Number of Individuals Covered4795
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number194331-001
Policy instance 1
Insurance contract or identification number194331-001
Number of Individuals Covered484
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number194331-001
Policy instance 1
Insurance contract or identification number194331-001
Number of Individuals Covered504
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55481
Policy instance 2
Insurance contract or identification numberGP55481
Number of Individuals Covered3819
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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