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NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 401k Plan overview

Plan NameNORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN
Plan identification number 003

NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01SONDRA DAVIS2024-07-19
0032022-01-01SONDRA DAVIS2023-10-02
0032021-01-01SONDRA DAVIS2022-10-07
0032020-01-01SONDRA DAVIS2021-10-13
0032019-01-01SONDRA DAVIS2020-07-24
0032018-01-01SONDRA DAVIS2019-09-27
0032017-01-01
0032016-01-01
0032015-01-01
0032015-01-01
0032014-01-01
0032014-01-01
0032014-01-01
0032013-10-01DONNA W. BRUCE
0032012-10-01DONNA W BRUCE
0032011-10-01DONNA W BRUCE
0032009-10-01DONNA W. BRUCE
0032008-10-01

Plan Statistics for NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN

401k plan membership statisitcs for NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN

Measure Date Value
2023: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-018,430
Total number of active participants reported on line 7a of the Form 55002023-01-017,188
Number of retired or separated participants receiving benefits2023-01-01140
Number of other retired or separated participants entitled to future benefits2023-01-011,050
Total of all active and inactive participants2023-01-018,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0129
Total participants2023-01-018,407
Number of participants with account balances2023-01-015,344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0166
2022: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018,281
Total number of active participants reported on line 7a of the Form 55002022-01-017,302
Number of retired or separated participants receiving benefits2022-01-01143
Number of other retired or separated participants entitled to future benefits2022-01-01959
Total of all active and inactive participants2022-01-018,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0126
Total participants2022-01-018,430
Number of participants with account balances2022-01-015,306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0156
2021: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018,120
Total number of active participants reported on line 7a of the Form 55002021-01-017,173
Number of retired or separated participants receiving benefits2021-01-01134
Number of other retired or separated participants entitled to future benefits2021-01-01953
Total of all active and inactive participants2021-01-018,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0121
Total participants2021-01-018,281
Number of participants with account balances2021-01-015,427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0168
2020: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018,334
Total number of active participants reported on line 7a of the Form 55002020-01-017,071
Number of retired or separated participants receiving benefits2020-01-01126
Number of other retired or separated participants entitled to future benefits2020-01-01894
Total of all active and inactive participants2020-01-018,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0129
Total participants2020-01-018,120
Number of participants with account balances2020-01-015,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0169
2019: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,993
Total number of active participants reported on line 7a of the Form 55002019-01-017,346
Number of retired or separated participants receiving benefits2019-01-01128
Number of other retired or separated participants entitled to future benefits2019-01-01834
Total of all active and inactive participants2019-01-018,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0126
Total participants2019-01-018,334
Number of participants with account balances2019-01-015,615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0150
2018: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018,343
Total number of active participants reported on line 7a of the Form 55002018-01-017,027
Number of retired or separated participants receiving benefits2018-01-01118
Number of other retired or separated participants entitled to future benefits2018-01-01824
Total of all active and inactive participants2018-01-017,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0124
Total participants2018-01-017,993
Number of participants with account balances2018-01-015,462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0165
2017: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,021
Total number of active participants reported on line 7a of the Form 55002017-01-017,017
Number of retired or separated participants receiving benefits2017-01-01100
Number of other retired or separated participants entitled to future benefits2017-01-011,206
Total of all active and inactive participants2017-01-018,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0120
Total participants2017-01-018,343
Number of participants with account balances2017-01-015,827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0160
2016: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,201
Total number of active participants reported on line 7a of the Form 55002016-01-016,704
Number of retired or separated participants receiving benefits2016-01-0177
Number of other retired or separated participants entitled to future benefits2016-01-011,226
Total of all active and inactive participants2016-01-018,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-018,021
Number of participants with account balances2016-01-015,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0127
2015: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,644
Total number of active participants reported on line 7a of the Form 55002015-01-016,034
Number of retired or separated participants receiving benefits2015-01-0157
Number of other retired or separated participants entitled to future benefits2015-01-011,100
Total of all active and inactive participants2015-01-017,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-017,201
Number of participants with account balances2015-01-015,050
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0134
2014: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,536
Total number of active participants reported on line 7a of the Form 55002014-01-015,659
Number of retired or separated participants receiving benefits2014-01-0158
Number of other retired or separated participants entitled to future benefits2014-01-01979
Total of all active and inactive participants2014-01-016,696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-016,704
Number of participants with account balances2014-01-014,980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0130
2013: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-016,559
Total number of active participants reported on line 7a of the Form 55002013-10-015,666
Number of retired or separated participants receiving benefits2013-10-0167
Number of other retired or separated participants entitled to future benefits2013-10-01798
Total of all active and inactive participants2013-10-016,531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-015
Total participants2013-10-016,536
Number of participants with account balances2013-10-014,997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0111
2012: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-017,130
Total number of active participants reported on line 7a of the Form 55002012-10-015,639
Number of retired or separated participants receiving benefits2012-10-0136
Number of other retired or separated participants entitled to future benefits2012-10-01879
Total of all active and inactive participants2012-10-016,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-015
Total participants2012-10-016,559
Number of participants with account balances2012-10-014,803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0115
2011: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-016,692
Total number of active participants reported on line 7a of the Form 55002011-10-016,232
Number of retired or separated participants receiving benefits2011-10-0118
Number of other retired or separated participants entitled to future benefits2011-10-01878
Total of all active and inactive participants2011-10-017,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-012
Total participants2011-10-017,130
Number of participants with account balances2011-10-014,721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0111
2009: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-016,350
Total number of active participants reported on line 7a of the Form 55002009-10-015,510
Number of retired or separated participants receiving benefits2009-10-011
Number of other retired or separated participants entitled to future benefits2009-10-01844
Total of all active and inactive participants2009-10-016,355
Total participants2009-10-016,355
Number of participants with account balances2009-10-014,624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-019

Financial Data on NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN

Measure Date Value
2023 : NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$60,898,074
Total of all expenses incurred2023-12-31$14,484,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$14,184,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$18,269,004
Value of total assets at end of year2023-12-31$334,531,613
Value of total assets at beginning of year2023-12-31$288,117,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$299,215
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$9,647,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$9,647,552
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
Participant contributions at end of year2023-12-31$52,864
Participant contributions at beginning of year2023-12-31$57,231
Administrative expenses (other) incurred2023-12-31$299,215
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$46,413,998
Value of net assets at end of year (total assets less liabilities)2023-12-31$334,531,613
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$288,117,615
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$270,023,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$208,231,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$61,898,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$77,253,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$32,981,518
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
Contributions received in cash from employer2023-12-31$18,269,004
Employer contributions (assets) at end of year2023-12-31$2,556,594
Employer contributions (assets) at beginning of year2023-12-31$2,575,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$14,184,861
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
2022 : NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-22,268,705
Total of all expenses incurred2022-12-31$16,543,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,245,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$17,562,893
Value of total assets at end of year2022-12-31$288,117,615
Value of total assets at beginning of year2022-12-31$326,930,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$298,635
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,585,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,585,521
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
Participant contributions at end of year2022-12-31$57,231
Participant contributions at beginning of year2022-12-31$61,466
Administrative expenses (other) incurred2022-12-31$298,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-38,812,608
Value of net assets at end of year (total assets less liabilities)2022-12-31$288,117,615
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$326,930,223
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$208,231,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$244,189,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$77,253,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$80,014,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-46,417,119
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
Contributions received in cash from employer2022-12-31$17,562,893
Employer contributions (assets) at end of year2022-12-31$2,575,270
Employer contributions (assets) at beginning of year2022-12-31$2,664,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,245,268
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 PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$49,091,922
Total of all expenses incurred2021-12-31$14,652,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,352,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,491,576
Value of total assets at end of year2021-12-31$326,930,223
Value of total assets at beginning of year2021-12-31$292,491,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$300,041
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,667,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$13,667,475
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
Participant contributions at end of year2021-12-31$61,466
Participant contributions at beginning of year2021-12-31$76,028
Administrative expenses (other) incurred2021-12-31$300,041
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$34,439,080
Value of net assets at end of year (total assets less liabilities)2021-12-31$326,930,223
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$292,491,143
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$244,189,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$211,817,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$80,014,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$78,238,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,932,871
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
Contributions received in cash from employer2021-12-31$17,491,576
Employer contributions (assets) at end of year2021-12-31$2,664,487
Employer contributions (assets) at beginning of year2021-12-31$2,359,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,352,801
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 PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$40,867,566
Total of all expenses incurred2020-12-31$15,519,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,337,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,417,169
Value of total assets at end of year2020-12-31$292,491,143
Value of total assets at beginning of year2020-12-31$267,142,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$182,078
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,984,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,984,942
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
Participant contributions at end of year2020-12-31$76,028
Participant contributions at beginning of year2020-12-31$78,754
Administrative expenses (other) incurred2020-12-31$182,078
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$25,348,350
Value of net assets at end of year (total assets less liabilities)2020-12-31$292,491,143
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$267,142,793
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$211,817,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$194,548,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$78,238,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$69,706,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$24,465,455
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
Contributions received in cash from employer2020-12-31$10,417,169
Employer contributions (assets) at end of year2020-12-31$2,359,094
Employer contributions (assets) at beginning of year2020-12-31$2,809,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,337,138
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 PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$52,582,790
Total of all expenses incurred2019-12-31$12,205,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,001,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,543,548
Value of total assets at end of year2019-12-31$267,142,793
Value of total assets at beginning of year2019-12-31$226,765,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$203,924
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,766,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,766,082
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
Participant contributions at end of year2019-12-31$78,754
Participant contributions at beginning of year2019-12-31$87,632
Administrative expenses (other) incurred2019-12-31$203,924
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$40,377,513
Value of net assets at end of year (total assets less liabilities)2019-12-31$267,142,793
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$226,765,280
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$194,548,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$161,803,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$69,706,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$61,722,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$28,273,160
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
Contributions received in cash from employer2019-12-31$15,543,548
Employer contributions (assets) at end of year2019-12-31$2,809,757
Employer contributions (assets) at beginning of year2019-12-31$3,152,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,001,353
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 PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$6,112,546
Total of all expenses incurred2018-12-31$13,789,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,744,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,788,324
Value of total assets at end of year2018-12-31$226,765,280
Value of total assets at beginning of year2018-12-31$234,442,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,354
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,189,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$10,189,273
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
Participant contributions at end of year2018-12-31$87,632
Participant contributions at beginning of year2018-12-31$103,968
Administrative expenses (other) incurred2018-12-31$45,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,676,950
Value of net assets at end of year (total assets less liabilities)2018-12-31$226,765,280
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$234,442,230
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$161,803,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$167,690,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$61,722,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$63,545,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-17,865,051
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
Contributions received in cash from employer2018-12-31$13,788,324
Employer contributions (assets) at end of year2018-12-31$3,152,314
Employer contributions (assets) at beginning of year2018-12-31$3,102,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,744,142
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 PROFIT SHARING PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$127,726,956
Total income from all sources (including contributions)2017-12-31$39,902,037
Total of all expenses incurred2017-12-31$10,365,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,243,523
Expenses. Certain deemed distributions of participant loans2017-12-31$120,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,851,324
Value of total assets at end of year2017-12-31$234,442,230
Value of total assets at beginning of year2017-12-31$77,178,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,301
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,256,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,256,670
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
Participant contributions at end of year2017-12-31$103,968
Administrative expenses (other) incurred2017-12-31$1,301
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$29,536,999
Value of net assets at end of year (total assets less liabilities)2017-12-31$234,442,230
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$77,178,275
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$167,690,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$51,080,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$63,545,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$23,337,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$18,794,043
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
Contributions received in cash from employer2017-12-31$13,851,324
Employer contributions (assets) at end of year2017-12-31$3,102,186
Employer contributions (assets) at beginning of year2017-12-31$2,759,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,243,523
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 PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$15,019,476
Total of all expenses incurred2016-12-31$3,643,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,643,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,235,086
Value of total assets at end of year2016-12-31$77,178,275
Value of total assets at beginning of year2016-12-31$65,802,171
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,978,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,978,963
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
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
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$11,376,104
Value of net assets at end of year (total assets less liabilities)2016-12-31$77,178,275
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$65,802,171
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$51,080,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$43,872,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$23,337,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$21,538,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,805,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$10,235,086
Employer contributions (assets) at end of year2016-12-31$2,759,758
Employer contributions (assets) at beginning of year2016-12-31$391,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,643,372
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 PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,475
Total income from all sources (including contributions)2015-12-31$4,697,171
Total of all expenses incurred2015-12-31$2,597,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,597,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,473,150
Value of total assets at end of year2015-12-31$65,802,171
Value of total assets at beginning of year2015-12-31$63,712,979
Total interest from all sources2015-12-31$120,000
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,102,343
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$2,102,343
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
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$2,099,667
Value of net assets at end of year (total assets less liabilities)2015-12-31$65,802,171
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$63,702,504
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$43,872,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$42,988,121
Interest earned on other investments2015-12-31$120,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$21,538,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$20,467,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,998,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,473,150
Employer contributions (assets) at end of year2015-12-31$391,153
Employer contributions (assets) at beginning of year2015-12-31$256,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,597,504
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$10,475
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 PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,475
Total income from all sources (including contributions)2014-12-31$7,925,179
Total of all expenses incurred2014-12-31$3,217,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,217,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,009,488
Value of total assets at end of year2014-12-31$63,712,979
Value of total assets at beginning of year2014-12-31$58,994,864
Total interest from all sources2014-12-31$41,000
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,611,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,611,777
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
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$4,707,640
Value of net assets at end of year (total assets less liabilities)2014-12-31$63,702,504
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$58,994,864
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$42,988,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$39,398,145
Interest earned on other investments2014-12-31$41,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$20,467,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$19,370,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,262,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,009,488
Employer contributions (assets) at end of year2014-12-31$256,995
Employer contributions (assets) at beginning of year2014-12-31$226,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,217,539
Liabilities. Value of benefit claims payable at end of year2014-12-31$10,475
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
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 PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,621,442
Total of all expenses incurred2013-12-31$748,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$748,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$915,487
Value of total assets at end of year2013-12-31$58,994,864
Value of total assets at beginning of year2013-12-31$56,121,759
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,731,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,731,059
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
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
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,873,105
Value of net assets at end of year (total assets less liabilities)2013-12-31$58,994,864
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$56,121,759
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$39,398,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$36,605,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$19,370,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$19,210,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$974,896
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$908,118
Employer contributions (assets) at end of year2013-12-31$226,169
Employer contributions (assets) at beginning of year2013-12-31$305,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$748,337
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
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$71,227
Total income from all sources (including contributions)2013-09-30$9,611,376
Total of all expenses incurred2013-09-30$2,028,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$2,028,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$3,688,804
Value of total assets at end of year2013-09-30$56,121,759
Value of total assets at beginning of year2013-09-30$48,610,043
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$1,391,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$1,391,473
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$25,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-09-300
Minimum employer required contribution for this plan year2013-09-30$0
Amount contributed by the employer to the plan for this plan year2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$54,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$54,818
Total non interest bearing cash at end of year2013-09-30$0
Total non interest bearing cash at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$7,582,943
Value of net assets at end of year (total assets less liabilities)2013-09-30$56,121,759
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$48,538,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$36,605,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$30,114,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$19,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$19,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$19,210,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$18,260,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$4,531,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$3,688,804
Employer contributions (assets) at end of year2013-09-30$305,355
Employer contributions (assets) at beginning of year2013-09-30$160,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$2,028,433
Liabilities. Value of benefit claims payable at end of year2013-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$16,409
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30KPMG, LLP
Accountancy firm EIN2013-09-30135565207
2012 : NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$71,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$59,918
Total income from all sources (including contributions)2012-09-30$9,123,597
Total of all expenses incurred2012-09-30$1,514,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,514,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$3,686,669
Value of total assets at end of year2012-09-30$48,610,043
Value of total assets at beginning of year2012-09-30$40,989,523
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$1,354,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$1,354,237
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$25,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Minimum employer required contribution for this plan year2012-09-30$0
Amount contributed by the employer to the plan for this plan year2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$54,818
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$54,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$54,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$54,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$7,609,211
Value of net assets at end of year (total assets less liabilities)2012-09-30$48,538,816
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$40,929,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$30,114,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$23,611,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$19,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$11,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$11,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$18,260,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$17,067,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$4,082,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$3,686,669
Employer contributions (assets) at end of year2012-09-30$160,877
Employer contributions (assets) at beginning of year2012-09-30$244,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$1,514,386
Liabilities. Value of benefit claims payable at end of year2012-09-30$16,409
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$5,293
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30KPMG, LLP
Accountancy firm EIN2012-09-30135565207
2011 : NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$59,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$49,521
Total income from all sources (including contributions)2011-09-30$3,766,896
Total of all expenses incurred2011-09-30$1,371,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$1,371,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$3,423,444
Value of total assets at end of year2011-09-30$40,989,523
Value of total assets at beginning of year2011-09-30$38,583,565
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$1,011,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$1,011,835
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$25,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$54,625
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$49,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$54,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$49,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$2,395,561
Value of net assets at end of year (total assets less liabilities)2011-09-30$40,929,605
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$38,534,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$23,611,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$24,456,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$11,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$5,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$5,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$17,067,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$13,847,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-668,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$3,423,444
Employer contributions (assets) at end of year2011-09-30$244,531
Employer contributions (assets) at beginning of year2011-09-30$223,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$1,371,335
Liabilities. Value of benefit claims payable at end of year2011-09-30$5,293
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30KPMG, LLP
Accountancy firm EIN2011-09-30135565207

Form 5500 Responses for NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN

2023: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING 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 PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING 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 benefit arrangement – InsuranceYes
2013: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2009: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes
2008: NORTH MISSISSIPPI HEALTH SERVICES PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89368200087
Policy instance 1
Insurance contract or identification number89368200087
Number of Individuals Covered3407
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: 65676 )
Policy contract number89368200087
Policy instance 1
Insurance contract or identification number89368200087
Number of Individuals Covered4738
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: 65676 )
Policy contract numberGP 55482
Policy instance 1
Insurance contract or identification numberGP 55482
Number of Individuals Covered4938
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: 65676 )
Policy contract numberGP 55482
Policy instance 1
Insurance contract or identification numberGP 55482
Number of Individuals Covered5126
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: 65676 )
Policy contract numberGP 55482
Policy instance 1
Insurance contract or identification numberGP 55482
Number of Individuals Covered5287
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: 65676 )
Policy contract numberGP 55482
Policy instance 1
Insurance contract or identification numberGP 55482
Number of Individuals Covered5033
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: 65676 )
Policy contract numberGP 55482
Policy instance 1
Insurance contract or identification numberGP 55482
Number of Individuals Covered5073
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: 65676 )
Policy contract numberGP 55482
Policy instance 1
Insurance contract or identification numberGP 55482
Number of Individuals Covered4991
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: 65676 )
Policy contract numberGP 55482
Policy instance 1
Insurance contract or identification numberGP 55482
Number of Individuals Covered4934
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: 65676 )
Policy contract numberGP 55482
Policy instance 1
Insurance contract or identification numberGP 55482
Number of Individuals Covered3914
Insurance policy start date2013-10-01
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: 65676 )
Policy contract numberGP 55482
Policy instance 1
Insurance contract or identification numberGP 55482
Number of Individuals Covered3798
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
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: 65676 )
Policy contract numberGP 55482
Policy instance 1
Insurance contract or identification numberGP 55482
Number of Individuals Covered4749
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
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: 65676 )
Policy contract numberGP 55482
Policy instance 1
Insurance contract or identification numberGP 55482
Number of Individuals Covered4453
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
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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