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CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 401k Plan overview

Plan NameCLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN
Plan identification number 004

CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CLAXTON-HEPBURN MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:CLAXTON-HEPBURN MEDICAL CENTER
Employer identification number (EIN):150559686
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about CLAXTON-HEPBURN MEDICAL CENTER

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1917-01-25
Company Identification Number: 14089
Legal Registered Office Address: 214 KING STREET
St. Lawrence
OGDENSBURG
United States of America (USA)
13669

More information about CLAXTON-HEPBURN MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01LOU-ANN MCNALLY
0042016-01-01LOU-ANN MCNALLY
0042015-01-01LOU-ANN MCNALLY
0042014-01-01LOU-ANN MCNALLY
0042013-01-01LOU-ANN MCNALLY
0042012-01-01LOU-ANN MCNALLY
0042011-01-01LOU-ANN MCNALLY
0042010-01-01LOU-ANN MCNALLY
0042009-01-01FREDERICK MOREY
0042009-01-01JOHN ZIEGLER

Plan Statistics for CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN

401k plan membership statisitcs for CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN

Measure Date Value
2022: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,081
Total number of active participants reported on line 7a of the Form 55002022-01-01725
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-01238
Total of all active and inactive participants2022-01-01984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01984
Number of participants with account balances2022-01-01774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01926
Total number of active participants reported on line 7a of the Form 55002021-01-01801
Number of retired or separated participants receiving benefits2021-01-0120
Number of other retired or separated participants entitled to future benefits2021-01-01260
Total of all active and inactive participants2021-01-011,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,081
Number of participants with account balances2021-01-01847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,020
Total number of active participants reported on line 7a of the Form 55002020-01-01751
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-01236
Total of all active and inactive participants2020-01-011,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,004
Number of participants with account balances2020-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01946
Total number of active participants reported on line 7a of the Form 55002019-01-01846
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-01188
Total of all active and inactive participants2019-01-011,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,051
Number of participants with account balances2019-01-01784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01776
Total number of active participants reported on line 7a of the Form 55002018-01-01769
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01165
Total of all active and inactive participants2018-01-01947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01948
Number of participants with account balances2018-01-01701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01879
Total number of active participants reported on line 7a of the Form 55002017-01-01792
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01138
Total of all active and inactive participants2017-01-01939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01940
Number of participants with account balances2017-01-01659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01891
Total number of active participants reported on line 7a of the Form 55002016-01-01732
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-01139
Total of all active and inactive participants2016-01-01878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01879
Number of participants with account balances2016-01-01819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01894
Total number of active participants reported on line 7a of the Form 55002015-01-01752
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01132
Total of all active and inactive participants2015-01-01890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01891
Number of participants with account balances2015-01-01621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01919
Total number of active participants reported on line 7a of the Form 55002014-01-01782
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01107
Total of all active and inactive participants2014-01-01893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01894
Number of participants with account balances2014-01-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,141
Total number of active participants reported on line 7a of the Form 55002013-01-01819
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0195
Total of all active and inactive participants2013-01-01918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01919
Number of participants with account balances2013-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,002
Total number of active participants reported on line 7a of the Form 55002012-01-01941
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01195
Total of all active and inactive participants2012-01-011,139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,141
Number of participants with account balances2012-01-01814
2011: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01947
Total number of active participants reported on line 7a of the Form 55002011-01-01946
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-011,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,002
Number of participants with account balances2011-01-01795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01835
Total number of active participants reported on line 7a of the Form 55002010-01-01814
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01132
Total of all active and inactive participants2010-01-01947
Total participants2010-01-01947
Number of participants with account balances2010-01-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01822
Total number of active participants reported on line 7a of the Form 55002009-01-01721
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01113
Total of all active and inactive participants2009-01-01835
Total participants2009-01-01835
Number of participants with account balances2009-01-01627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN

Measure Date Value
2022 : CLAXTON-HEPBURN MEDICAL CENTER 403B 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$0
Total income from all sources (including contributions)2022-12-31$-7,056,032
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,152,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,862,939
Expenses. Certain deemed distributions of participant loans2022-12-31$66,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,604,105
Value of total assets at end of year2022-12-31$70,637,277
Value of total assets at beginning of year2022-12-31$82,846,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$223,611
Total interest from all sources2022-12-31$45,754
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,348,928
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$2,348,928
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$2,644,413
Participant contributions at end of year2022-12-31$791,196
Participant contributions at beginning of year2022-12-31$781,637
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$95,685
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$223,203
Other income not declared elsewhere2022-12-31$374,925
Administrative expenses (other) incurred2022-12-31$4,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,208,795
Value of net assets at end of year (total assets less liabilities)2022-12-31$70,637,277
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$82,846,072
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$194,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$49,538,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$61,482,256
Value of interest in pooled separate accounts at end of year2022-12-31$11,221,061
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,468,883
Interest on participant loans2022-12-31$43,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,513,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,375,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,541,779
Net investment gain/loss from pooled separate accounts2022-12-31$112,035
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,736,489
Employer contributions (assets) at end of year2022-12-31$572,508
Employer contributions (assets) at beginning of year2022-12-31$642,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,862,939
Contract administrator fees2022-12-31$25,021
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 name2022-12-31BONADIO & CO LLP
Accountancy firm EIN2022-12-31161131146
2021 : CLAXTON-HEPBURN MEDICAL CENTER 403B 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$0
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$13,445,302
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,511,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,223,702
Expenses. Certain deemed distributions of participant loans2021-12-31$72,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,403,892
Value of total assets at end of year2021-12-31$82,846,072
Value of total assets at beginning of year2021-12-31$73,911,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$214,872
Total interest from all sources2021-12-31$40,125
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,595,639
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$3,595,639
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
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$2,610,087
Participant contributions at end of year2021-12-31$781,637
Participant contributions at beginning of year2021-12-31$1,001,592
Participant contributions at end of year2021-12-31$95,685
Participant contributions at beginning of year2021-12-31$87,316
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$130,440
Other income not declared elsewhere2021-12-31$368,205
Administrative expenses (other) incurred2021-12-31$4,172
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$8,934,122
Value of net assets at end of year (total assets less liabilities)2021-12-31$82,846,072
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$73,911,950
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$191,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$61,482,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,182,257
Value of interest in pooled separate accounts at end of year2021-12-31$11,468,883
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,892,555
Interest on participant loans2021-12-31$39,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,375,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,195,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,880,095
Net investment gain/loss from pooled separate accounts2021-12-31$157,346
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$1,663,365
Employer contributions (assets) at end of year2021-12-31$642,369
Employer contributions (assets) at beginning of year2021-12-31$552,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,223,702
Contract administrator fees2021-12-31$18,762
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2021-12-31161226221
2020 : CLAXTON-HEPBURN MEDICAL CENTER 403B 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$13,927,983
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,853,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,678,050
Expenses. Certain deemed distributions of participant loans2020-12-31$1,670
Value of total corrective distributions2020-12-31$2,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,381,423
Value of total assets at end of year2020-12-31$73,911,950
Value of total assets at beginning of year2020-12-31$64,837,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$171,030
Total interest from all sources2020-12-31$423,873
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,703,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$2,606,817
Participant contributions at end of year2020-12-31$1,001,592
Participant contributions at beginning of year2020-12-31$1,010,889
Participant contributions at end of year2020-12-31$87,316
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$280,459
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$15,797
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$9,074,375
Value of net assets at end of year (total assets less liabilities)2020-12-31$73,911,950
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$64,837,575
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$137,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$54,182,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$46,131,393
Value of interest in pooled separate accounts at end of year2020-12-31$9,892,555
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,729,633
Interest on participant loans2020-12-31$51,224
Interest earned on other investments2020-12-31$372,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,195,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,428,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,886,063
Net investment gain/loss from pooled separate accounts2020-12-31$532,873
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$1,494,147
Employer contributions (assets) at end of year2020-12-31$552,521
Employer contributions (assets) at beginning of year2020-12-31$536,819
Income. Dividends from common stock2020-12-31$2,703,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,678,050
Contract administrator fees2020-12-31$17,833
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 name2020-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2020-12-31161226221
2019 : CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$15,060,361
Total income from all sources (including contributions)2019-12-31$15,060,361
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,386,504
Total of all expenses incurred2019-12-31$4,386,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,186,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,186,501
Expenses. Certain deemed distributions of participant loans2019-12-31$26,439
Expenses. Certain deemed distributions of participant loans2019-12-31$26,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,912,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,912,548
Value of total assets at end of year2019-12-31$64,837,575
Value of total assets at end of year2019-12-31$64,837,575
Value of total assets at beginning of year2019-12-31$54,163,718
Value of total assets at beginning of year2019-12-31$54,163,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$173,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$173,564
Total interest from all sources2019-12-31$404,077
Total interest from all sources2019-12-31$404,077
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,974,334
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,974,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,974,334
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,974,334
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,682,475
Contributions received from participants2019-12-31$2,682,475
Participant contributions at end of year2019-12-31$1,010,889
Participant contributions at end of year2019-12-31$1,010,889
Participant contributions at beginning of year2019-12-31$966,296
Participant contributions at beginning of year2019-12-31$966,296
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$658,639
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$658,639
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
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$10,673,857
Value of net income/loss2019-12-31$10,673,857
Value of net assets at end of year (total assets less liabilities)2019-12-31$64,837,575
Value of net assets at end of year (total assets less liabilities)2019-12-31$64,837,575
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,163,718
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,163,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$46,131,393
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$46,131,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,615,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,615,559
Value of interest in pooled separate accounts at end of year2019-12-31$8,729,633
Value of interest in pooled separate accounts at end of year2019-12-31$8,729,633
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,709,351
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,709,351
Interest on participant loans2019-12-31$55,258
Interest on participant loans2019-12-31$55,258
Interest earned on other investments2019-12-31$348,221
Interest earned on other investments2019-12-31$348,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,428,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,428,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,341,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,341,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,180,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,180,482
Net investment gain/loss from pooled separate accounts2019-12-31$588,920
Net investment gain/loss from pooled separate accounts2019-12-31$588,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,571,434
Contributions received in cash from employer2019-12-31$1,571,434
Employer contributions (assets) at end of year2019-12-31$536,819
Employer contributions (assets) at end of year2019-12-31$536,819
Employer contributions (assets) at beginning of year2019-12-31$531,379
Employer contributions (assets) at beginning of year2019-12-31$531,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,186,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,186,501
Contract administrator fees2019-12-31$173,564
Contract administrator fees2019-12-31$173,564
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm name2019-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2019-12-31161226221
Accountancy firm EIN2019-12-31161226221
2018 : CLAXTON-HEPBURN MEDICAL CENTER 403B 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$0
Total income from all sources (including contributions)2018-12-31$2,032,896
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,703,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,498,591
Expenses. Certain deemed distributions of participant loans2018-12-31$37,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,226,583
Value of total assets at end of year2018-12-31$54,163,718
Value of total assets at beginning of year2018-12-31$55,834,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$166,986
Total interest from all sources2018-12-31$324,712
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,679,414
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$2,679,414
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$2,477,744
Participant contributions at end of year2018-12-31$966,296
Participant contributions at beginning of year2018-12-31$960,584
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$255,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,670,346
Value of net assets at end of year (total assets less liabilities)2018-12-31$54,163,718
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,834,064
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$166,986
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$37,615,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$39,763,597
Value of interest in pooled separate accounts at end of year2018-12-31$8,709,351
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,131,279
Interest on participant loans2018-12-31$49,928
Interest earned on other investments2018-12-31$274,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,341,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,494,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,260,191
Net investment gain/loss from pooled separate accounts2018-12-31$62,378
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$1,493,303
Employer contributions (assets) at end of year2018-12-31$531,379
Employer contributions (assets) at beginning of year2018-12-31$484,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,498,591
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 name2018-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2018-12-31161226221
2017 : CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,898,436
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,411,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,256,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,866,294
Value of total assets at end of year2017-12-31$55,834,064
Value of total assets at beginning of year2017-12-31$48,347,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$155,485
Total interest from all sources2017-12-31$41,873
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,822,702
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$1,822,702
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$2,334,391
Participant contributions at end of year2017-12-31$960,584
Participant contributions at beginning of year2017-12-31$1,045,446
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$141,709
Other income not declared elsewhere2017-12-31$248,322
Administrative expenses (other) incurred2017-12-31$4,049
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$7,486,503
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,834,064
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$48,347,561
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
Investment advisory and management fees2017-12-31$136,927
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$39,763,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$32,617,881
Value of interest in pooled separate accounts at end of year2017-12-31$9,131,279
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,618,245
Interest on participant loans2017-12-31$41,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,494,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,597,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,779,217
Net investment gain/loss from pooled separate accounts2017-12-31$140,028
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$1,390,194
Employer contributions (assets) at end of year2017-12-31$484,534
Employer contributions (assets) at beginning of year2017-12-31$468,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,256,448
Contract administrator fees2017-12-31$14,509
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 name2017-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2017-12-31161226221
2016 : CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,579,043
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,949,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,812,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,989,508
Value of total assets at end of year2016-12-31$48,347,561
Value of total assets at beginning of year2016-12-31$44,717,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$136,385
Total interest from all sources2016-12-31$280,976
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,159,281
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$1,159,281
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$2,269,215
Participant contributions at end of year2016-12-31$1,045,446
Participant contributions at beginning of year2016-12-31$934,756
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$364,867
Administrative expenses (other) incurred2016-12-31$2,818
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$3,629,792
Value of net assets at end of year (total assets less liabilities)2016-12-31$48,347,561
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$44,717,769
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
Investment advisory and management fees2016-12-31$118,604
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$32,617,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,262,704
Value of interest in pooled separate accounts at end of year2016-12-31$8,618,245
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,657,515
Interest on participant loans2016-12-31$40,443
Interest earned on other investments2016-12-31$240,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,597,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,407,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$981,207
Net investment gain/loss from pooled separate accounts2016-12-31$168,071
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$1,355,426
Employer contributions (assets) at end of year2016-12-31$468,624
Employer contributions (assets) at beginning of year2016-12-31$455,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,812,866
Contract administrator fees2016-12-31$14,963
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 name2016-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2016-12-31161226221
2015 : CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,322,114
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,945,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,804,827
Expenses. Certain deemed distributions of participant loans2015-12-31$8,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,683,322
Value of total assets at end of year2015-12-31$44,717,769
Value of total assets at beginning of year2015-12-31$43,340,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$132,403
Total interest from all sources2015-12-31$264,172
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,432,107
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$1,432,107
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$2,177,085
Participant contributions at end of year2015-12-31$934,756
Participant contributions at beginning of year2015-12-31$987,883
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$192,474
Administrative expenses (other) incurred2015-12-31$2,801
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$1,376,818
Value of net assets at end of year (total assets less liabilities)2015-12-31$44,717,769
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$43,340,951
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
Investment advisory and management fees2015-12-31$115,867
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,262,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,522,308
Value of interest in pooled separate accounts at end of year2015-12-31$8,657,515
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,626,926
Interest on participant loans2015-12-31$39,419
Interest earned on other investments2015-12-31$224,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,407,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,738,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,197,086
Net investment gain/loss from pooled separate accounts2015-12-31$139,599
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$1,313,763
Employer contributions (assets) at end of year2015-12-31$455,439
Employer contributions (assets) at beginning of year2015-12-31$465,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,804,827
Contract administrator fees2015-12-31$13,735
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 name2015-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2015-12-31161226221
2014 : CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,021,006
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,207,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,084,439
Expenses. Certain deemed distributions of participant loans2014-12-31$25,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,514,776
Value of total assets at end of year2014-12-31$43,340,951
Value of total assets at beginning of year2014-12-31$38,527,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$98,074
Total interest from all sources2014-12-31$246,233
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,258,680
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$1,258,680
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$2,153,067
Participant contributions at end of year2014-12-31$987,883
Participant contributions at beginning of year2014-12-31$981,737
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$23,892
Administrative expenses (other) incurred2014-12-31$2,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,813,013
Value of net assets at end of year (total assets less liabilities)2014-12-31$43,340,951
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,527,938
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
Investment advisory and management fees2014-12-31$82,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$28,522,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,588,072
Value of interest in pooled separate accounts at end of year2014-12-31$8,626,926
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,877,438
Interest on participant loans2014-12-31$36,482
Interest earned on other investments2014-12-31$209,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,738,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,616,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$887,895
Net investment gain/loss from pooled separate accounts2014-12-31$113,422
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$1,337,817
Employer contributions (assets) at end of year2014-12-31$465,392
Employer contributions (assets) at beginning of year2014-12-31$464,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,084,439
Contract administrator fees2014-12-31$13,143
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 name2014-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2014-12-31161226221
2013 : CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,418,293
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,591,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,572,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,469,381
Value of total assets at end of year2013-12-31$38,527,938
Value of total assets at beginning of year2013-12-31$31,700,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,323
Total interest from all sources2013-12-31$238,002
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,056,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,056,912
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$2,078,066
Participant contributions at end of year2013-12-31$981,737
Participant contributions at beginning of year2013-12-31$1,035,139
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$69,514
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$73,786
Administrative expenses (other) incurred2013-12-31$2,573
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$6,827,245
Value of net assets at end of year (total assets less liabilities)2013-12-31$38,527,938
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,700,693
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$24,588,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,782,302
Value of interest in pooled separate accounts at end of year2013-12-31$7,877,438
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,947,191
Interest on participant loans2013-12-31$37,230
Interest earned on other investments2013-12-31$200,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,616,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,400,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,556,729
Net investment gain/loss from pooled separate accounts2013-12-31$97,269
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$1,317,529
Employer contributions (assets) at end of year2013-12-31$464,533
Employer contributions (assets) at beginning of year2013-12-31$465,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,572,725
Contract administrator fees2013-12-31$15,750
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 name2013-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2013-12-31161226221
2012 : CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,482,792
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,523,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,508,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,488,165
Value of total assets at end of year2012-12-31$31,700,693
Value of total assets at beginning of year2012-12-31$26,741,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,725
Total interest from all sources2012-12-31$226,820
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$657,229
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$657,229
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$2,033,545
Participant contributions at end of year2012-12-31$1,035,139
Participant contributions at beginning of year2012-12-31$967,209
Participant contributions at end of year2012-12-31$69,514
Participant contributions at beginning of year2012-12-31$78,356
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$204,027
Administrative expenses (other) incurred2012-12-31$14,725
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$4,959,520
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,700,693
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,741,173
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$18,782,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,231,496
Value of interest in pooled separate accounts at end of year2012-12-31$6,947,191
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,670,246
Interest on participant loans2012-12-31$36,473
Interest earned on other investments2012-12-31$190,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,400,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,319,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,976,814
Net investment gain/loss from pooled separate accounts2012-12-31$133,764
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$1,250,593
Employer contributions (assets) at end of year2012-12-31$465,979
Employer contributions (assets) at beginning of year2012-12-31$473,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,508,547
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 name2012-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2012-12-31161226221
2011 : CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,254,953
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$799,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$782,777
Expenses. Certain deemed distributions of participant loans2011-12-31$2,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,362,732
Value of total assets at end of year2011-12-31$26,741,173
Value of total assets at beginning of year2011-12-31$24,286,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,842
Total interest from all sources2011-12-31$220,658
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$391,556
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$391,556
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$1,954,438
Participant contributions at end of year2011-12-31$967,209
Participant contributions at beginning of year2011-12-31$635,507
Participant contributions at end of year2011-12-31$78,356
Participant contributions at beginning of year2011-12-31$68,166
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$205,064
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$2,455,029
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,741,173
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,286,144
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
Investment advisory and management fees2011-12-31$14,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,231,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,159,371
Value of interest in pooled separate accounts at end of year2011-12-31$4,670,246
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,712,505
Interest on participant loans2011-12-31$32,901
Interest earned on other investments2011-12-31$187,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,319,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,258,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-839,739
Net investment gain/loss from pooled separate accounts2011-12-31$119,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$1,203,230
Employer contributions (assets) at end of year2011-12-31$473,956
Employer contributions (assets) at beginning of year2011-12-31$452,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$782,777
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 name2011-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2011-12-31161226221
2010 : CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,486,006
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,133,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,120,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,051,824
Value of total assets at end of year2010-12-31$24,286,144
Value of total assets at beginning of year2010-12-31$19,933,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,420
Total interest from all sources2010-12-31$209,457
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$298,329
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$298,329
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$1,810,754
Participant contributions at end of year2010-12-31$635,507
Participant contributions at beginning of year2010-12-31$504,111
Participant contributions at end of year2010-12-31$68,166
Participant contributions at beginning of year2010-12-31$63,271
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$90,582
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$4,352,291
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,286,144
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,933,853
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
Investment advisory and management fees2010-12-31$13,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,159,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,233,543
Value of interest in pooled separate accounts at end of year2010-12-31$5,712,505
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,586,616
Interest on participant loans2010-12-31$25,761
Interest earned on other investments2010-12-31$183,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,258,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,102,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,813,659
Net investment gain/loss from pooled separate accounts2010-12-31$112,737
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$1,150,488
Employer contributions (assets) at end of year2010-12-31$452,154
Employer contributions (assets) at beginning of year2010-12-31$443,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,120,295
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 name2010-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2010-12-31161226221
2009 : CLAXTON-HEPBURN MEDICAL CENTER 403B 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 CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN

2022: CLAXTON-HEPBURN MEDICAL CENTER 403B 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: CLAXTON-HEPBURN MEDICAL CENTER 403B 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: CLAXTON-HEPBURN MEDICAL CENTER 403B 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: CLAXTON-HEPBURN MEDICAL CENTER 403B 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: CLAXTON-HEPBURN MEDICAL CENTER 403B 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
2017: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CLAXTON-HEPBURN MEDICAL CENTER 403B RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number192150-030
Policy instance 2
Insurance contract or identification number192150-030
Number of Individuals Covered114
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $30,948
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $30,948
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSION
Insurance broker organization code?4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 1
Insurance contract or identification number32957
Number of Individuals Covered774
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number192150-030
Policy instance 2
Insurance contract or identification number192150-030
Number of Individuals Covered122
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $25,914
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $25,914
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSION
Insurance broker organization code?4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 1
Insurance contract or identification number32957
Number of Individuals Covered847
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number192150-030
Policy instance 2
Insurance contract or identification number192150-030
Number of Individuals Covered129
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $30,373
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $30,373
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSION
Insurance broker organization code?4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 1
Insurance contract or identification number32957
Number of Individuals Covered789
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 1
Insurance contract or identification number32957
Number of Individuals Covered784
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number192150-030
Policy instance 2
Insurance contract or identification number192150-030
Number of Individuals Covered135
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $28,230
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $28,230
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSION
Insurance broker organization code?4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 1
Insurance contract or identification number32957
Number of Individuals Covered701
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?No
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number192150-030
Policy instance 2
Insurance contract or identification number192150-030
Number of Individuals Covered143
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $23,909
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $23,909
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSION
Insurance broker organization code?4
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number192150-030
Policy instance 2
Insurance contract or identification number192150-030
Number of Individuals Covered150
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $22,397
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $22,397
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSION
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 1
Insurance contract or identification number32957
Number of Individuals Covered659
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number192150-030
Policy instance 2
Insurance contract or identification number192150-030
Number of Individuals Covered163
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $18,963
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $18,963
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 1
Insurance contract or identification number32957
Number of Individuals Covered891
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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?No
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number192150-030
Policy instance 2
Insurance contract or identification number192150-030
Number of Individuals Covered170
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $23,113
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $23,113
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 1
Insurance contract or identification number32957
Number of Individuals Covered993
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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?No
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number2554
Policy instance 1
Insurance contract or identification number2554
Number of Individuals Covered650
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
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?No
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number192150-030
Policy instance 2
Insurance contract or identification number192150-030
Number of Individuals Covered178
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number192150-030
Policy instance 2
Insurance contract or identification number192150-030
Number of Individuals Covered184
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $18,831
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $18,831
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number2554
Policy instance 1
Insurance contract or identification number2554
Number of Individuals Covered630
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
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?No
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number2554
Policy instance 1
Insurance contract or identification number2554
Number of Individuals Covered352
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
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?No
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number192150-030
Policy instance 2
Insurance contract or identification number192150-030
Number of Individuals Covered191
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $18,839
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number2554
Policy instance 1
Insurance contract or identification number2554
Number of Individuals Covered564
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
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?No
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
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number192150-030
Policy instance 2
Insurance contract or identification number192150-030
Number of Individuals Covered196
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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

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