Logo

THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameTHE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN
Plan identification number 002

THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTH COUNTY HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTH COUNTY HOSPITAL, INC.
Employer identification number (EIN):050445136
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARGARET THOMAS
0022016-01-01MARGARET THOMAS
0022016-01-01
0022015-01-01MARGARET THOMAS
0022014-01-01MARGARET THOMAS
0022013-01-01MARGARET THOMAS
0022012-01-01JOANNE SOCCIO
0022011-01-01JOANNE SOCCIO MARGARET THOMAS2012-10-15
0022009-01-01JOANNE SOCCIO MARGARET THOMAS2010-10-15

Plan Statistics for THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN

401k plan membership statisitcs for THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN

Measure Date Value
2023: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,063
Total number of active participants reported on line 7a of the Form 55002023-01-011,406
Number of retired or separated participants receiving benefits2023-01-0124
Number of other retired or separated participants entitled to future benefits2023-01-01683
Total of all active and inactive participants2023-01-012,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0113
Total participants2023-01-012,126
Number of participants with account balances2023-01-012,053
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0170
2022: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,962
Total number of active participants reported on line 7a of the Form 55002022-01-011,472
Number of retired or separated participants receiving benefits2022-01-0123
Number of other retired or separated participants entitled to future benefits2022-01-01554
Total of all active and inactive participants2022-01-012,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-012,061
Number of participants with account balances2022-01-011,978
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0170
2021: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,846
Total number of active participants reported on line 7a of the Form 55002021-01-011,444
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-01489
Total of all active and inactive participants2021-01-011,949
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-011,960
Number of participants with account balances2021-01-011,891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0185
2020: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,170
Total number of active participants reported on line 7a of the Form 55002020-01-011,436
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-01389
Total of all active and inactive participants2020-01-011,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-011,845
Number of participants with account balances2020-01-011,754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0157
2019: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,792
Total number of active participants reported on line 7a of the Form 55002019-01-011,575
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-01559
Total of all active and inactive participants2019-01-012,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-012,170
Number of participants with account balances2019-01-011,933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0152
2018: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,631
Total number of active participants reported on line 7a of the Form 55002018-01-011,158
Number of retired or separated participants receiving benefits2018-01-0122
Number of other retired or separated participants entitled to future benefits2018-01-01597
Total of all active and inactive participants2018-01-011,777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0114
Total participants2018-01-011,791
Number of participants with account balances2018-01-011,791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0134
2017: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,625
Total number of active participants reported on line 7a of the Form 55002017-01-011,233
Number of retired or separated participants receiving benefits2017-01-0119
Number of other retired or separated participants entitled to future benefits2017-01-01368
Total of all active and inactive participants2017-01-011,620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-011,631
Number of participants with account balances2017-01-011,631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0139
2016: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,672
Total number of active participants reported on line 7a of the Form 55002016-01-011,272
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-01333
Total of all active and inactive participants2016-01-011,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-011,625
Number of participants with account balances2016-01-011,571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0135
2015: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,452
Total number of active participants reported on line 7a of the Form 55002015-01-011,209
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01446
Total of all active and inactive participants2015-01-011,663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-011,672
Number of participants with account balances2015-01-011,628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0147
2014: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,433
Total number of active participants reported on line 7a of the Form 55002014-01-011,189
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01257
Total of all active and inactive participants2014-01-011,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,452
Number of participants with account balances2014-01-011,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,242
Total number of active participants reported on line 7a of the Form 55002013-01-011,200
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01214
Total of all active and inactive participants2013-01-011,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,422
Number of participants with account balances2013-01-011,318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,154
Total number of active participants reported on line 7a of the Form 55002012-01-011,070
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01170
Total of all active and inactive participants2012-01-011,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,242
Number of participants with account balances2012-01-011,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,059
Total number of active participants reported on line 7a of the Form 55002011-01-011,008
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01144
Total of all active and inactive participants2011-01-011,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,154
Number of participants with account balances2011-01-011,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01980
Total number of active participants reported on line 7a of the Form 55002009-01-01957
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01992
Number of participants with account balances2009-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN

Measure Date Value
2023 : THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$24,549,340
Total of all expenses incurred2023-12-31$11,073,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,884,961
Expenses. Certain deemed distributions of participant loans2023-12-31$7,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$9,636,634
Value of total assets at end of year2023-12-31$101,586,764
Value of total assets at beginning of year2023-12-31$88,110,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$180,413
Total interest from all sources2023-12-31$140,858
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,998,378
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$1,998,378
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$3,000,000
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$6,742,871
Participant contributions at end of year2023-12-31$776,023
Participant contributions at beginning of year2023-12-31$729,983
Assets. Other investments not covered elsewhere at end of year2023-12-31$352,417
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$332,084
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$599,009
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,621
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$663
Other income not declared elsewhere2023-12-31$36,688
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$13,476,001
Value of net assets at end of year (total assets less liabilities)2023-12-31$101,586,764
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$88,110,763
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
Investment advisory and management fees2023-12-31$30,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$96,032,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$81,565,120
Interest on participant loans2023-12-31$45,497
Interest earned on other investments2023-12-31$95,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$4,424,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$5,437,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$12,736,782
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$2,294,754
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$45,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$10,884,961
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31GRAY GRAY AND GRAY
Accountancy firm EIN2023-12-31042088368
2022 : THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$15,456
Total income from all sources (including contributions)2022-12-31$-6,021,666
Total of all expenses incurred2022-12-31$7,300,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,112,388
Expenses. Certain deemed distributions of participant loans2022-12-31$2,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,599,625
Value of total assets at end of year2022-12-31$88,110,763
Value of total assets at beginning of year2022-12-31$101,417,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$184,811
Total interest from all sources2022-12-31$127,360
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,513,131
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$1,513,131
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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$6,778,931
Participant contributions at end of year2022-12-31$729,983
Participant contributions at beginning of year2022-12-31$795,423
Assets. Other investments not covered elsewhere at end of year2022-12-31$332,084
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$380,882
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,236,604
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$663
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$767
Other income not declared elsewhere2022-12-31$-33,513
Administrative expenses (other) incurred2022-12-31$155,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,321,794
Value of net assets at end of year (total assets less liabilities)2022-12-31$88,110,763
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$101,417,101
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
Investment advisory and management fees2022-12-31$29,456
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$81,565,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$96,136,624
Interest on participant loans2022-12-31$35,061
Interest earned on other investments2022-12-31$92,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,437,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,103,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,228,269
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$2,584,090
Employer contributions (assets) at end of year2022-12-31$45,087
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,112,388
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31GRAY GRAY AND GRAY
Accountancy firm EIN2022-12-31042088368
2021 : THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$21,397,610
Total of all expenses incurred2021-12-31$11,625,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,408,274
Expenses. Certain deemed distributions of participant loans2021-12-31$5,080
Value of total corrective distributions2021-12-31$1,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,158,587
Value of total assets at end of year2021-12-31$101,417,101
Value of total assets at beginning of year2021-12-31$91,644,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$210,756
Total interest from all sources2021-12-31$112,587
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,687,906
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$1,687,906
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,443,589
Participant contributions at end of year2021-12-31$795,423
Participant contributions at beginning of year2021-12-31$910,172
Assets. Other investments not covered elsewhere at end of year2021-12-31$380,882
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$303,677
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$453,146
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$767
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,341
Other income not declared elsewhere2021-12-31$51,234
Administrative expenses (other) incurred2021-12-31$187,836
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$9,772,488
Value of net assets at end of year (total assets less liabilities)2021-12-31$101,417,101
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$91,644,613
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
Investment advisory and management fees2021-12-31$22,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$96,136,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$86,579,687
Interest on participant loans2021-12-31$39,418
Interest earned on other investments2021-12-31$73,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,103,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,846,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,387,296
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$2,261,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,408,274
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31GRAY GRAY AND GRAY
Accountancy firm EIN2021-12-31042088368
2020 : THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$8,336,260
Total income from all sources (including contributions)2020-12-31$20,580,776
Total of all expenses incurred2020-12-31$8,971,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,742,436
Expenses. Certain deemed distributions of participant loans2020-12-31$3,082
Value of total corrective distributions2020-12-31$11
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,033,464
Value of total assets at end of year2020-12-31$91,644,613
Value of total assets at beginning of year2020-12-31$71,699,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$225,924
Total interest from all sources2020-12-31$81,522
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,434,991
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$1,434,991
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,920,771
Participant contributions at end of year2020-12-31$910,172
Participant contributions at beginning of year2020-12-31$889,448
Assets. Other investments not covered elsewhere at end of year2020-12-31$303,677
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$287,305
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$712,546
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$622
Other income not declared elsewhere2020-12-31$20,026
Administrative expenses (other) incurred2020-12-31$191,891
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$11,609,323
Value of net assets at end of year (total assets less liabilities)2020-12-31$91,644,613
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$71,699,030
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
Investment advisory and management fees2020-12-31$34,033
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$86,579,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$67,224,975
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,549,653
Interest on participant loans2020-12-31$52,382
Interest earned on other investments2020-12-31$29,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,846,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$136,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,973,768
Net investment gain/loss from pooled separate accounts2020-12-31$37,005
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$2,400,147
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$610,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,742,436
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 : THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$20,565,747
Total of all expenses incurred2019-12-31$4,721,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,525,539
Expenses. Certain deemed distributions of participant loans2019-12-31$482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,073,811
Value of total assets at end of year2019-12-31$71,699,030
Value of total assets at beginning of year2019-12-31$55,854,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$195,093
Total interest from all sources2019-12-31$53,644
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,297,446
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$1,297,446
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,321,711
Participant contributions at end of year2019-12-31$889,448
Participant contributions at beginning of year2019-12-31$983,980
Assets. Other investments not covered elsewhere at end of year2019-12-31$287,305
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$232,253
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$470,624
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$622
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$833
Other income not declared elsewhere2019-12-31$53,807
Administrative expenses (other) incurred2019-12-31$172,214
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$15,844,633
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,699,030
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,854,397
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
Investment advisory and management fees2019-12-31$22,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$67,224,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$51,524,793
Value of interest in pooled separate accounts at end of year2019-12-31$2,549,653
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,559,918
Interest on participant loans2019-12-31$52,811
Interest earned on other investments2019-12-31$833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$136,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$45,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,036,924
Net investment gain/loss from pooled separate accounts2019-12-31$50,115
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$2,281,476
Employer contributions (assets) at end of year2019-12-31$610,339
Employer contributions (assets) at beginning of year2019-12-31$507,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,525,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG, LLP
Accountancy firm EIN2019-12-31135565207
2018 : THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$4,599,000
Total of all expenses incurred2018-12-31$5,915,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,694,911
Expenses. Certain deemed distributions of participant loans2018-12-31$25,561
Value of total corrective distributions2018-12-31$4,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,486,593
Value of total assets at end of year2018-12-31$55,854,397
Value of total assets at beginning of year2018-12-31$57,171,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$190,999
Total interest from all sources2018-12-31$45,668
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,679,900
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$1,679,900
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,892,535
Participant contributions at end of year2018-12-31$983,980
Participant contributions at beginning of year2018-12-31$778,959
Assets. Other investments not covered elsewhere at end of year2018-12-31$232,253
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$261,948
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$574,229
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$632
Other income not declared elsewhere2018-12-31$-29,693
Administrative expenses (other) incurred2018-12-31$175,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,316,608
Value of net assets at end of year (total assets less liabilities)2018-12-31$55,854,397
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$57,171,005
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
Investment advisory and management fees2018-12-31$15,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$51,524,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$53,885,508
Value of interest in pooled separate accounts at end of year2018-12-31$2,559,918
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,193,713
Interest on participant loans2018-12-31$45,379
Interest earned on other investments2018-12-31$289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$45,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$50,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,615,377
Net investment gain/loss from pooled separate accounts2018-12-31$31,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,019,829
Employer contributions (assets) at end of year2018-12-31$507,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,694,911
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG, LLP
Accountancy firm EIN2018-12-31135565207
2017 : THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$15,291,129
Total of all expenses incurred2017-12-31$3,869,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,666,635
Expenses. Certain deemed distributions of participant loans2017-12-31$1,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,225,796
Value of total assets at end of year2017-12-31$57,171,005
Value of total assets at beginning of year2017-12-31$45,749,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$202,255
Total interest from all sources2017-12-31$33,380
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$887,756
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$887,756
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,656,013
Participant contributions at end of year2017-12-31$778,959
Participant contributions at beginning of year2017-12-31$800,778
Assets. Other investments not covered elsewhere at end of year2017-12-31$261,948
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$268,803
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$622,238
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$632
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$467
Other income not declared elsewhere2017-12-31$40,510
Administrative expenses (other) incurred2017-12-31$202,255
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$11,421,158
Value of net assets at end of year (total assets less liabilities)2017-12-31$57,171,005
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,749,847
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$53,885,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,624,623
Value of interest in pooled separate accounts at end of year2017-12-31$2,193,713
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,997,113
Interest on participant loans2017-12-31$33,031
Interest earned on other investments2017-12-31$349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$50,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$58,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,083,062
Net investment gain/loss from pooled separate accounts2017-12-31$20,625
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$1,947,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,666,635
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$26,570
Total income from all sources (including contributions)2016-12-31$9,842,464
Total of all expenses incurred2016-12-31$4,005,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,810,480
Expenses. Certain deemed distributions of participant loans2016-12-31$10,528
Value of total corrective distributions2016-12-31$197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,929,697
Value of total assets at end of year2016-12-31$45,749,847
Value of total assets at beginning of year2016-12-31$39,885,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$183,880
Total interest from all sources2016-12-31$30,134
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$647,998
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$647,998
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,310,125
Participant contributions at end of year2016-12-31$800,778
Participant contributions at beginning of year2016-12-31$672,644
Assets. Other investments not covered elsewhere at end of year2016-12-31$268,803
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$336,816
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$783,872
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$539
Other income not declared elsewhere2016-12-31$20,451
Administrative expenses (other) incurred2016-12-31$183,880
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$5,837,379
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,749,847
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,885,898
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$42,624,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$36,396,138
Value of interest in pooled separate accounts at end of year2016-12-31$1,997,113
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,028,601
Interest on participant loans2016-12-31$29,606
Interest earned on other investments2016-12-31$528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$58,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$92,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,194,606
Net investment gain/loss from pooled separate accounts2016-12-31$19,578
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$1,835,700
Employer contributions (assets) at beginning of year2016-12-31$358,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,810,480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 : THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$62,613
Total income from all sources (including contributions)2015-12-31$6,501,105
Total of all expenses incurred2015-12-31$1,653,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,592,111
Value of total corrective distributions2015-12-31$1,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,491,314
Value of total assets at end of year2015-12-31$39,885,898
Value of total assets at beginning of year2015-12-31$34,975,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$60,329
Total interest from all sources2015-12-31$26,738
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$719,645
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$719,645
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,991,305
Participant contributions at end of year2015-12-31$672,644
Participant contributions at beginning of year2015-12-31$622,167
Assets. Other investments not covered elsewhere at end of year2015-12-31$336,816
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$345,186
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$449,283
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$539
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$358
Other income not declared elsewhere2015-12-31$-11,976
Administrative expenses (other) incurred2015-12-31$60,329
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$4,847,641
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,885,898
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,975,644
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$36,396,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,128,962
Value of interest in pooled separate accounts at end of year2015-12-31$2,028,601
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,845,701
Interest on participant loans2015-12-31$26,151
Interest earned on other investments2015-12-31$587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$92,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$33,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-718,946
Net investment gain/loss from pooled separate accounts2015-12-31$-5,670
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,050,726
Employer contributions (assets) at end of year2015-12-31$358,863
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,592,111
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 : THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$27,754
Total income from all sources (including contributions)2014-12-31$7,971,079
Total of all expenses incurred2014-12-31$1,113,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,054,279
Expenses. Certain deemed distributions of participant loans2014-12-31$5,714
Value of total corrective distributions2014-12-31$3,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,505,221
Value of total assets at end of year2014-12-31$34,975,644
Value of total assets at beginning of year2014-12-31$28,090,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$50,232
Total interest from all sources2014-12-31$22,151
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$670,572
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$670,572
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,446,052
Participant contributions at end of year2014-12-31$622,167
Participant contributions at beginning of year2014-12-31$522,062
Assets. Other investments not covered elsewhere at end of year2014-12-31$345,186
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$301,298
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$515,283
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$611
Other income not declared elsewhere2014-12-31$13,075
Administrative expenses (other) incurred2014-12-31$50,232
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$6,857,433
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,975,644
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,090,457
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$32,128,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,461,981
Value of interest in pooled separate accounts at end of year2014-12-31$1,845,701
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,792,854
Interest on participant loans2014-12-31$21,960
Interest earned on other investments2014-12-31$191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$33,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,720,756
Net investment gain/loss from pooled separate accounts2014-12-31$39,304
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$1,543,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,054,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$8,372,880
Total of all expenses incurred2013-12-31$1,136,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,112,102
Expenses. Certain deemed distributions of participant loans2013-12-31$836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,935,198
Value of total assets at end of year2013-12-31$28,090,457
Value of total assets at beginning of year2013-12-31$20,854,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,778
Total interest from all sources2013-12-31$16,327
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$425,804
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$425,804
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,813,833
Participant contributions at end of year2013-12-31$522,062
Participant contributions at beginning of year2013-12-31$286,741
Assets. Other investments not covered elsewhere at end of year2013-12-31$301,298
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$261,717
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$781,543
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$611
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$116
Other income not declared elsewhere2013-12-31$31,260
Administrative expenses (other) incurred2013-12-31$23,778
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$7,236,164
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,090,457
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,854,293
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$25,461,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,488,869
Value of interest in pooled separate accounts at end of year2013-12-31$1,792,854
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,788,261
Interest on participant loans2013-12-31$16,081
Interest earned on other investments2013-12-31$246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$28,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,999,935
Net investment gain/loss from pooled separate accounts2013-12-31$-35,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,339,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,112,102
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 : THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,923,418
Total of all expenses incurred2012-12-31$1,164,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,143,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,987,225
Value of total assets at end of year2012-12-31$20,854,293
Value of total assets at beginning of year2012-12-31$16,095,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,849
Total interest from all sources2012-12-31$11,009
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$277,911
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$277,911
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,302,906
Participant contributions at end of year2012-12-31$286,741
Participant contributions at beginning of year2012-12-31$195,492
Assets. Other investments not covered elsewhere at end of year2012-12-31$261,717
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$210,868
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$374,739
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$29
Other income not declared elsewhere2012-12-31$19,559
Administrative expenses (other) incurred2012-12-31$20,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,759,184
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,854,293
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,095,109
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$18,488,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,928,810
Value of interest in pooled separate accounts at end of year2012-12-31$1,788,261
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,741,726
Interest on participant loans2012-12-31$9,710
Interest earned on other investments2012-12-31$1,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$28,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$18,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,577,054
Net investment gain/loss from pooled separate accounts2012-12-31$50,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,309,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,143,385
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,161
Total unrealized appreciation/depreciation of assets2011-12-31$-1,161
Total transfer of assets to this plan2011-12-31$108,583
Total income from all sources (including contributions)2011-12-31$3,531,194
Total of all expenses incurred2011-12-31$457,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$441,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,620,242
Value of total assets at end of year2011-12-31$16,095,109
Value of total assets at beginning of year2011-12-31$12,913,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,126
Total interest from all sources2011-12-31$36,049
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$200,475
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$200,475
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,102,285
Participant contributions at end of year2011-12-31$195,492
Participant contributions at beginning of year2011-12-31$209,450
Assets. Other investments not covered elsewhere at end of year2011-12-31$210,868
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$188,353
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$146,715
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$29
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$34
Other income not declared elsewhere2011-12-31$-11,515
Administrative expenses (other) incurred2011-12-31$16,126
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$3,073,313
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,095,109
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,913,213
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$13,928,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,910,042
Value of interest in pooled separate accounts at end of year2011-12-31$1,741,726
Value of interest in pooled separate accounts at beginning of year2011-12-31$313,430
Interest on participant loans2011-12-31$9,405
Interest earned on other investments2011-12-31$26,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$18,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,291,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-351,833
Net investment gain/loss from pooled separate accounts2011-12-31$38,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,371,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$441,755
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 : THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,986,119
Total of all expenses incurred2010-12-31$575,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$570,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,575,971
Value of total assets at end of year2010-12-31$12,913,213
Value of total assets at beginning of year2010-12-31$9,502,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,437
Total interest from all sources2010-12-31$50,646
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$101,427
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$101,427
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,902,783
Participant contributions at end of year2010-12-31$209,450
Participant contributions at beginning of year2010-12-31$170,484
Assets. Other investments not covered elsewhere at end of year2010-12-31$188,353
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$39,111
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$34
Other income not declared elsewhere2010-12-31$43,116
Administrative expenses (other) incurred2010-12-31$5,437
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$3,410,513
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,913,213
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,502,700
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$10,910,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,069,037
Value of interest in pooled separate accounts at end of year2010-12-31$313,430
Interest on participant loans2010-12-31$1,873
Interest earned on other investments2010-12-31$48,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$27
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,291,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,263,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,213,466
Net investment gain/loss from pooled separate accounts2010-12-31$1,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$634,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$570,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31KMPG LLP
Accountancy firm EIN2010-12-31135565207
2009 : THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN

2023: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT 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: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT 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: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT 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: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT 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: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT 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: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT 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: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT 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: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT 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: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT 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: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT 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: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT 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
2009: THE SOUTH COUNTY HOSPITAL 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069403
Policy instance 2
Insurance contract or identification numberTT069403
Number of Individuals Covered2053
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069403
Policy instance 1
Insurance contract or identification numberTT069403
Number of Individuals Covered2053
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069403
Policy instance 2
Insurance contract or identification numberTT069403
Number of Individuals Covered1978
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069403
Policy instance 1
Insurance contract or identification numberTT069403
Number of Individuals Covered1978
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069403
Policy instance 1
Insurance contract or identification numberTT069403
Number of Individuals Covered1891
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069403
Policy instance 2
Insurance contract or identification numberTT069403
Number of Individuals Covered1891
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069403
Policy instance 2
Insurance contract or identification numberTT069403
Number of Individuals Covered1754
Insurance policy start date2020-08-26
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069403
Policy instance 1
Insurance contract or identification numberTT069403
Number of Individuals Covered1754
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069403
Policy instance 1
Insurance contract or identification numberTT069403
Number of Individuals Covered1933
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069403
Policy instance 1
Insurance contract or identification numberTT069403
Number of Individuals Covered1791
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069403
Policy instance 1
Insurance contract or identification numberTT069403
Number of Individuals Covered1631
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1