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HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameHUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 002

HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

WALKER COUNTY HOSPITAL CORPORATION, DBA HUNTSVILLE MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:WALKER COUNTY HOSPITAL CORPORATION, DBA HUNTSVILLE MEMORIAL HOSPITAL
Employer identification number (EIN):203069241
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01JOHN MOORE
0022016-07-01SHANNON L BROWN
0022015-07-01SHANNON L BROWN
0022014-07-01SHANNON L BROWN
0022013-07-01SHANNON L BROWN
0022012-07-01SHANNON BROWN
0022012-01-01SHANNON BROWN

Plan Statistics for HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2020: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01918
Total number of active participants reported on line 7a of the Form 55002020-07-010
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-010
Number of participants with account balances2020-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01760
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of retired or separated participants receiving benefits2019-07-015
Number of other retired or separated participants entitled to future benefits2019-07-01909
Total of all active and inactive participants2019-07-01914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-014
Total participants2019-07-01918
Number of participants with account balances2019-07-01918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01768
Total number of active participants reported on line 7a of the Form 55002018-07-01572
Number of retired or separated participants receiving benefits2018-07-016
Number of other retired or separated participants entitled to future benefits2018-07-01180
Total of all active and inactive participants2018-07-01758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01760
Number of participants with account balances2018-07-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0188
2017: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01888
Total number of active participants reported on line 7a of the Form 55002017-07-01589
Number of retired or separated participants receiving benefits2017-07-013
Number of other retired or separated participants entitled to future benefits2017-07-01173
Total of all active and inactive participants2017-07-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-013
Total participants2017-07-01768
Number of participants with account balances2017-07-01763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-01110
2016: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01800
Total number of active participants reported on line 7a of the Form 55002016-07-01648
Number of retired or separated participants receiving benefits2016-07-013
Number of other retired or separated participants entitled to future benefits2016-07-01236
Total of all active and inactive participants2016-07-01887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01888
Number of participants with account balances2016-07-01869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0182
2015: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01762
Total number of active participants reported on line 7a of the Form 55002015-07-01623
Number of retired or separated participants receiving benefits2015-07-014
Number of other retired or separated participants entitled to future benefits2015-07-01171
Total of all active and inactive participants2015-07-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01799
Number of participants with account balances2015-07-01783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0174
2014: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01748
Total number of active participants reported on line 7a of the Form 55002014-07-01580
Number of retired or separated participants receiving benefits2014-07-013
Number of other retired or separated participants entitled to future benefits2014-07-01178
Total of all active and inactive participants2014-07-01761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01762
Number of participants with account balances2014-07-01762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-01111
2013: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01766
Total number of active participants reported on line 7a of the Form 55002013-07-01551
Number of retired or separated participants receiving benefits2013-07-014
Number of other retired or separated participants entitled to future benefits2013-07-01192
Total of all active and inactive participants2013-07-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01747
Number of participants with account balances2013-07-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-01102
2012: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01780
Total number of active participants reported on line 7a of the Form 55002012-07-01585
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01181
Total of all active and inactive participants2012-07-01766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01766
Number of participants with account balances2012-07-01687
Total participants, beginning-of-year2012-01-01728
Total number of active participants reported on line 7a of the Form 55002012-01-01632
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01148
Total of all active and inactive participants2012-01-01780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01780
Number of participants with account balances2012-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0131

Financial Data on HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2021 : HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-05-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-28$0
Total income from all sources (including contributions)2021-05-28$740,208
Total loss/gain on sale of assets2021-05-28$0
Total of all expenses incurred2021-05-28$14,424,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-28$14,361,355
Expenses. Certain deemed distributions of participant loans2021-05-28$12,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-28$0
Value of total assets at end of year2021-05-28$0
Value of total assets at beginning of year2021-05-28$13,684,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-28$51,207
Total interest from all sources2021-05-28$11,861
Total dividends received (eg from common stock, registered investment company shares)2021-05-28$27,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-05-28$0
Total dividends received from registered investment company shares (eg mutual funds)2021-05-28$27,118
Administrative expenses professional fees incurred2021-05-28$18,500
Was this plan covered by a fidelity bond2021-05-28Yes
Value of fidelity bond cover2021-05-28$1,000,000
If this is an individual account plan, was there a blackout period2021-05-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-28$0
Were there any nonexempt tranactions with any party-in-interest2021-05-28No
Participant contributions at end of year2021-05-28$0
Participant contributions at beginning of year2021-05-28$126,356
Other income not declared elsewhere2021-05-28$1,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-28No
Value of net income/loss2021-05-28$-13,684,629
Value of net assets at end of year (total assets less liabilities)2021-05-28$0
Value of net assets at beginning of year (total assets less liabilities)2021-05-28$13,684,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-28No
Were any leases to which the plan was party in default or uncollectible2021-05-28No
Investment advisory and management fees2021-05-28$25,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-28$10,777,863
Interest on participant loans2021-05-28$2,741
Interest earned on other investments2021-05-28$9,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-05-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-05-28$2,780,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-28$699,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-28No
Was there a failure to transmit to the plan any participant contributions2021-05-28No
Has the plan failed to provide any benefit when due under the plan2021-05-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-28$14,361,355
Contract administrator fees2021-05-28$7,454
Did the plan have assets held for investment2021-05-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-28Yes
Opinion of an independent qualified public accountant for this plan2021-05-28Disclaimer
Accountancy firm name2021-05-28CARR, RIGGS & INGRAM LLC
Accountancy firm EIN2021-05-28721396621
2020 : HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$2,087,277
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$9,591,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$9,149,517
Expenses. Certain deemed distributions of participant loans2020-06-30$338,859
Value of total corrective distributions2020-06-30$2,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,938,663
Value of total assets at end of year2020-06-30$13,684,629
Value of total assets at beginning of year2020-06-30$21,188,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$99,943
Total interest from all sources2020-06-30$103,788
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$631,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$631,084
Was this plan covered by a fidelity bond2020-06-30No
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,449,324
Participant contributions at end of year2020-06-30$126,356
Participant contributions at beginning of year2020-06-30$744,710
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$13,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-7,503,834
Value of net assets at end of year (total assets less liabilities)2020-06-30$13,684,629
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$21,188,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$10,777,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$17,350,232
Interest on participant loans2020-06-30$38,973
Interest earned on other investments2020-06-30$64,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$2,780,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$3,093,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-586,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$476,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$9,149,517
Contract administrator fees2020-06-30$99,943
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CARR, RIGGS & INGRAM LLC
Accountancy firm EIN2020-06-30721396621
2019 : HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$4,169,356
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$3,267,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$3,086,870
Expenses. Certain deemed distributions of participant loans2019-06-30$72,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,888,240
Value of total assets at end of year2019-06-30$21,188,463
Value of total assets at beginning of year2019-06-30$20,286,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$108,094
Total interest from all sources2019-06-30$116,798
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$769,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$769,443
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$2,069,076
Participant contributions at end of year2019-06-30$744,710
Participant contributions at beginning of year2019-06-30$839,294
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$182,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$901,827
Value of net assets at end of year (total assets less liabilities)2019-06-30$21,188,463
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$20,286,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$17,350,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$12,553,184
Interest on participant loans2019-06-30$37,346
Interest earned on other investments2019-06-30$79,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$3,093,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$6,894,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$394,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$636,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$3,086,870
Contract administrator fees2019-06-30$108,094
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CARR, RIGGS & INGRAM LLC
Accountancy firm EIN2019-06-30721396621
2018 : HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$4,599,531
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$3,006,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,832,428
Expenses. Certain deemed distributions of participant loans2018-06-30$44,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$3,116,769
Value of total assets at end of year2018-06-30$20,286,636
Value of total assets at beginning of year2018-06-30$18,693,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$128,900
Total interest from all sources2018-06-30$166,080
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$547,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$547,131
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$3,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$2,271,465
Participant contributions at end of year2018-06-30$839,294
Participant contributions at beginning of year2018-06-30$756,865
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$194,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,593,459
Value of net assets at end of year (total assets less liabilities)2018-06-30$20,286,636
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$18,693,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$12,553,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$11,709,978
Interest on participant loans2018-06-30$37,276
Interest earned on other investments2018-06-30$128,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$6,894,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$6,226,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$769,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$650,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,832,428
Contract administrator fees2018-06-30$128,900
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CARR, RIGGS & INGRAM
Accountancy firm EIN2018-06-30721396621
2017 : HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$5,635,100
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,760,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,599,224
Expenses. Certain deemed distributions of participant loans2017-06-30$28,538
Value of total corrective distributions2017-06-30$13,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$4,014,718
Value of total assets at end of year2017-06-30$18,693,177
Value of total assets at beginning of year2017-06-30$14,818,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$118,708
Total interest from all sources2017-06-30$128,668
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$355,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$355,955
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$3,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$2,296,921
Participant contributions at end of year2017-06-30$756,865
Participant contributions at beginning of year2017-06-30$482,525
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$919,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,874,652
Value of net assets at end of year (total assets less liabilities)2017-06-30$18,693,177
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$14,818,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$11,709,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$9,331,546
Interest on participant loans2017-06-30$23,374
Interest earned on other investments2017-06-30$105,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$6,226,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$5,004,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,135,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$798,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,599,224
Contract administrator fees2017-06-30$118,708
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CARR, RIGGS & INGRAM
Accountancy firm EIN2017-06-30721396621
2016 : HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$3,294,708
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,353,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,235,177
Expenses. Certain deemed distributions of participant loans2016-06-30$11,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$3,113,793
Value of total assets at end of year2016-06-30$14,818,525
Value of total assets at beginning of year2016-06-30$12,876,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$106,966
Total interest from all sources2016-06-30$99,637
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$504,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$504,616
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$3,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$2,054,840
Participant contributions at end of year2016-06-30$482,525
Participant contributions at beginning of year2016-06-30$360,450
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$488,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,941,528
Value of net assets at end of year (total assets less liabilities)2016-06-30$14,818,525
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$12,876,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$9,331,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$8,036,649
Interest on participant loans2016-06-30$17,233
Interest earned on other investments2016-06-30$82,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$5,004,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$4,479,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-423,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$570,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,235,177
Contract administrator fees2016-06-30$106,966
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CARR, RIGGS & INGRAM
Accountancy firm EIN2016-06-30721396621
2015 : HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$3,132,855
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,248,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,123,827
Expenses. Certain deemed distributions of participant loans2015-06-30$32,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,638,549
Value of total assets at end of year2015-06-30$12,876,997
Value of total assets at beginning of year2015-06-30$10,993,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$92,312
Total interest from all sources2015-06-30$75,617
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$546,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$546,593
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$3,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,813,897
Participant contributions at end of year2015-06-30$360,450
Participant contributions at beginning of year2015-06-30$283,357
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$274,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,883,939
Value of net assets at end of year (total assets less liabilities)2015-06-30$12,876,997
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$10,993,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$8,036,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$7,157,208
Interest on participant loans2015-06-30$13,401
Interest earned on other investments2015-06-30$62,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$4,479,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$3,552,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-127,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$550,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,123,827
Contract administrator fees2015-06-30$92,312
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CARR, RIGGS & INGRAM
Accountancy firm EIN2015-06-30721396621
2014 : HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$4,444,312
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,443,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,333,831
Expenses. Certain deemed distributions of participant loans2014-06-30$30,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$3,256,483
Value of total assets at end of year2014-06-30$10,993,058
Value of total assets at beginning of year2014-06-30$7,992,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$78,496
Total interest from all sources2014-06-30$58,503
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$202,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$202,709
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$3,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,602,688
Participant contributions at end of year2014-06-30$283,357
Participant contributions at beginning of year2014-06-30$173,373
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$837,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$3,001,004
Value of net assets at end of year (total assets less liabilities)2014-06-30$10,993,058
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,992,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$7,157,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,490,046
Interest on participant loans2014-06-30$9,448
Interest earned on other investments2014-06-30$49,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$3,552,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,328,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$926,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$816,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,333,831
Contract administrator fees2014-06-30$78,496
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CARR, RIGGS & INGRAM
Accountancy firm EIN2014-06-30721396621
2013 : HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$3,070,156
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,281,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,211,400
Expenses. Certain deemed distributions of participant loans2013-06-30$6,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,411,407
Value of total assets at end of year2013-06-30$7,992,054
Value of total assets at beginning of year2013-06-30$6,203,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$63,676
Total interest from all sources2013-06-30$88,980
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$169,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$169,236
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,410,251
Participant contributions at end of year2013-06-30$173,373
Participant contributions at beginning of year2013-06-30$173,705
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$291,225
Other income not declared elsewhere2013-06-30$-19,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,788,319
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,992,054
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,203,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$5,490,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,054,951
Interest on participant loans2013-06-30$7,210
Interest earned on other investments2013-06-30$81,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$18,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$18,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,328,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,956,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$420,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$709,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,211,400
Contract administrator fees2013-06-30$63,676
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BKD, LLP
Accountancy firm EIN2013-06-30440160260
2012 : HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$6,540
Total income from all sources (including contributions)2012-06-30$1,557,257
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$316,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$285,052
Expenses. Certain deemed distributions of participant loans2012-06-30$8,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,275,390
Value of total assets at end of year2012-06-30$6,203,735
Value of total assets at beginning of year2012-06-30$4,969,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$22,722
Total interest from all sources2012-06-30$18,665
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$21,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$21,807
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$735,883
Participant contributions at end of year2012-06-30$173,705
Participant contributions at beginning of year2012-06-30$109,764
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$130,732
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$6,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$6,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,240,923
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,203,735
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,962,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$4,054,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,064,689
Interest on participant loans2012-06-30$2,563
Interest earned on other investments2012-06-30$16,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$18,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$90,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$90,148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,956,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,698,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$241,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$408,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$285,052
Contract administrator fees2012-06-30$22,722
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BKD, LLP
Accountancy firm EIN2012-06-30440160260

Form 5500 Responses for HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN

2020: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01This submission is the final filingYes
2020-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: HUNTSVILLE MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
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)Yes
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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893283-007
Policy instance 1
Insurance contract or identification number893283-007
Number of Individuals Covered0
Insurance policy start date2020-07-01
Insurance policy end date2021-05-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893283-007
Policy instance 1
Insurance contract or identification number893283-007
Number of Individuals Covered761
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893283-007
Policy instance 1
Insurance contract or identification number893283-007
Number of Individuals Covered689
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893283-007
Policy instance 1
Insurance contract or identification number893283-007
Number of Individuals Covered749
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893283-007
Policy instance 1
Insurance contract or identification number893283-007
Number of Individuals Covered772
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893283-007
Policy instance 1
Insurance contract or identification number893283-007
Number of Individuals Covered757
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893283-007
Policy instance 1
Insurance contract or identification number893283-007
Number of Individuals Covered733
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893283-007
Policy instance 1
Insurance contract or identification number893283-007
Number of Individuals Covered677
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberHVMH-001
Policy instance 1
Insurance contract or identification numberHVMH-001
Number of Individuals Covered678
Insurance policy start date2012-01-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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