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ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 401k Plan overview

Plan NameST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN
Plan identification number 001

ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ST. THOMAS COMMUNITY HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:ST. THOMAS COMMUNITY HEALTH CENTER, INC.
Employer identification number (EIN):141958494
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT DARROW2018-09-25 ST THOMAS COMMUNITY HEALTH CENTER2018-09-25
0012017-01-01ROBERT DARROW2019-09-16
0012016-01-01ROBERT DARROW2017-10-16
0012016-01-01ROBERT DARROW2017-10-13
0012015-01-01ROBERT DARROW2016-10-14
0012014-01-01DONALD ERWIN2015-07-02 DONALD ERWIN2015-07-02
0012013-01-01ROBERT DARROW2014-06-11
0012012-01-01ROBERT DARROW2013-10-03
0012011-01-01CHRISTINE M FOERSTNER2012-10-11
0012010-01-01DONALD TILSON ERWIN2011-06-30
0012009-01-01CHRISTINE FOERSTNER

Plan Statistics for ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN

401k plan membership statisitcs for ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN

Measure Date Value
2022: ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01198
Total number of active participants reported on line 7a of the Form 55002022-01-01163
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01196
Number of participants with account balances2022-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01199
Total number of active participants reported on line 7a of the Form 55002021-01-01181
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01205
Number of participants with account balances2021-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0122
2020: ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01169
Total number of active participants reported on line 7a of the Form 55002020-01-01169
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01201
Number of participants with account balances2020-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0129
2019: ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01170
Total number of active participants reported on line 7a of the Form 55002019-01-01154
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01175
Number of participants with account balances2019-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01157
Total number of active participants reported on line 7a of the Form 55002018-01-01162
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01182
Number of participants with account balances2018-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2009: ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0138
Total number of active participants reported on line 7a of the Form 55002009-01-0135
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0139
Number of participants with account balances2009-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN

Measure Date Value
2022 : ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$300
Total income from all sources (including contributions)2022-12-31$161,175
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$230,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$190,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,289,909
Value of total assets at end of year2022-12-31$6,395,663
Value of total assets at beginning of year2022-12-31$6,465,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$40,324
Total interest from all sources2022-12-31$4,718
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,828
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$7,828
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$620,430
Participant contributions at end of year2022-12-31$75,300
Participant contributions at beginning of year2022-12-31$61,832
Participant contributions at end of year2022-12-31$21,933
Participant contributions at beginning of year2022-12-31$20,518
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$231,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-69,659
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,395,663
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,465,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$603,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$486,583
Value of interest in pooled separate accounts at end of year2022-12-31$8,092
Interest on participant loans2022-12-31$3,821
Interest earned on other investments2022-12-31$897
Value of interest in common/collective trusts at end of year2022-12-31$5,671,637
Value of interest in common/collective trusts at beginning of year2022-12-31$5,615,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$260,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-127,037
Net investment gain/loss from pooled separate accounts2022-12-31$-669
Net investment gain or loss from common/collective trusts2022-12-31$-1,013,574
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$437,601
Employer contributions (assets) at end of year2022-12-31$15,341
Employer contributions (assets) at beginning of year2022-12-31$21,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$190,510
Contract administrator fees2022-12-31$40,324
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN2022-12-31720567396
2021 : ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,656,298
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$312,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$265,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$935,505
Value of total assets at end of year2021-12-31$6,465,622
Value of total assets at beginning of year2021-12-31$5,121,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$46,944
Total interest from all sources2021-12-31$7,495
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,633
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$3,633
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$524,679
Participant contributions at end of year2021-12-31$61,832
Participant contributions at beginning of year2021-12-31$83,379
Participant contributions at end of year2021-12-31$20,518
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$300
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$1,343,405
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,465,322
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,121,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$486,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$94,255
Interest on participant loans2021-12-31$3,579
Interest earned on other investments2021-12-31$3,916
Value of interest in common/collective trusts at end of year2021-12-31$5,615,091
Value of interest in common/collective trusts at beginning of year2021-12-31$4,686,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$260,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$231,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$48,409
Net investment gain or loss from common/collective trusts2021-12-31$661,256
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$388,969
Employer contributions (assets) at end of year2021-12-31$21,172
Employer contributions (assets) at beginning of year2021-12-31$26,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$265,949
Contract administrator fees2021-12-31$46,944
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 name2021-12-31DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN2021-12-31720567396
2020 : ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,669,461
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$334,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$316,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,109,653
Value of total assets at end of year2020-12-31$5,121,917
Value of total assets at beginning of year2020-12-31$3,787,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,433
Total interest from all sources2020-12-31$3,575
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$525
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$525
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$405,028
Participant contributions at end of year2020-12-31$83,379
Participant contributions at beginning of year2020-12-31$58,331
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$186,995
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$1,334,889
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,121,917
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,787,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$94,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,726,304
Interest on participant loans2020-12-31$3,575
Value of interest in common/collective trusts at end of year2020-12-31$4,686,908
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$231,375
Net investment gain or loss from common/collective trusts2020-12-31$555,708
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$517,630
Employer contributions (assets) at end of year2020-12-31$26,000
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$316,139
Contract administrator fees2020-12-31$18,433
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 name2020-12-31DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN2020-12-31720567396
2019 : ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,171,748
Total loss/gain on sale of assets2019-12-31$661,301
Total of all expenses incurred2019-12-31$203,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$190,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$508,539
Value of total assets at end of year2019-12-31$3,787,028
Value of total assets at beginning of year2019-12-31$2,818,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,382
Total interest from all sources2019-12-31$1,908
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$294,405
Participant contributions at end of year2019-12-31$58,331
Participant contributions at beginning of year2019-12-31$12,273
Participant contributions at beginning of year2019-12-31$8,797
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$968,039
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,787,028
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,818,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,726,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,783,805
Interest on participant loans2019-12-31$1,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,343
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$214,134
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$6,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$190,327
Contract administrator fees2019-12-31$13,382
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
Aggregate proceeds on sale of assets2019-12-31$661,301
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 name2019-12-31DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN2019-12-31720567396
2018 : ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,024
Total income from all sources (including contributions)2018-12-31$269,209
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$54,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$44,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$471,746
Value of total assets at end of year2018-12-31$2,818,989
Value of total assets at beginning of year2018-12-31$2,608,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,540
Total interest from all sources2018-12-31$934
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$266,619
Participant contributions at end of year2018-12-31$12,273
Participant contributions at beginning of year2018-12-31$22,025
Participant contributions at end of year2018-12-31$8,797
Participant contributions at beginning of year2018-12-31$5,164
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,963
Liabilities. Value of operating payables at beginning of year2018-12-31$2,061
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$214,678
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,818,989
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,604,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,783,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,557,517
Interest on participant loans2018-12-31$811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,343
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$23,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$23,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-203,471
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$185,241
Employer contributions (assets) at end of year2018-12-31$6,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$44,991
Contract administrator fees2018-12-31$9,540
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 name2018-12-31DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN2018-12-31720567396
2009 : ST. THOMAS COMMUNITY HEALTH CENTER 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 ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN

2022: ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2009: ST. THOMAS COMMUNITY HEALTH CENTER RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number630304
Policy instance 1
Insurance contract or identification number630304
Number of Individuals Covered165
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $39
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees39
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number630304
Policy instance 1
Insurance contract or identification number630304
Number of Individuals Covered174
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $121
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees121
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number630304
Policy instance 1
Insurance contract or identification number630304
Number of Individuals Covered205
Insurance policy start date2020-09-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,528
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7528
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806211-000
Policy instance 2
Insurance contract or identification number806211-000
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $9,819
Total amount of fees paid to insurance companyUSD $1,235
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,819
Insurance broker organization code?3
Amount paid for insurance broker fees1235
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806211-000
Policy instance 1
Insurance contract or identification number806211-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,448
Total amount of fees paid to insurance companyUSD $1,650
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $11,448
Insurance broker organization code?3
Amount paid for insurance broker fees1650
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806211-000
Policy instance 1
Insurance contract or identification number806211-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,933
Total amount of fees paid to insurance companyUSD $1,422
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $9,933
Insurance broker organization code?3
Amount paid for insurance broker fees1422
Additional information about fees paid to insurance brokerTPA FEES

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