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THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 401k Plan overview

Plan NameTHE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN
Plan identification number 004

THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH, AN AFF OF UAB HLTH SYSTM has sponsored the creation of one or more 401k plans.

Company Name:THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH, AN AFF OF UAB HLTH SYSTM
Employer identification number (EIN):203204949
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01KAY R. BENNETT
0042016-01-01KAY R. BENNETT
0042015-01-01KAY R. BENNETT
0042014-01-01KAY R. BENNETT
0042013-01-01KAY R. BENNETT
0042012-01-01KAY R. BENNETT
0042011-01-01KAY R. BENNETT
0042010-01-01KAY R. BENNETT KAY R. BENNETT2011-10-05
0042009-01-01KAY R. BENNETT KAY R. BENNETT2010-10-08
0042007-01-01KAY R BENNETT KAY R BENNETT2010-10-08
0042006-01-01KAY R. BENNETT KAY R. BENNETT2010-10-08

Plan Statistics for THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN

401k plan membership statisitcs for THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN

Measure Date Value
2022: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,133
Total number of active participants reported on line 7a of the Form 55002022-01-012,207
Number of retired or separated participants receiving benefits2022-01-0127
Number of other retired or separated participants entitled to future benefits2022-01-011,031
Total of all active and inactive participants2022-01-013,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0121
Total participants2022-01-013,286
Number of participants with account balances2022-01-013,286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,300
Total number of active participants reported on line 7a of the Form 55002021-01-012,454
Number of retired or separated participants receiving benefits2021-01-0123
Number of other retired or separated participants entitled to future benefits2021-01-01636
Total of all active and inactive participants2021-01-013,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0120
Total participants2021-01-013,133
Number of participants with account balances2021-01-013,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,120
Total number of active participants reported on line 7a of the Form 55002020-01-012,434
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-01835
Total of all active and inactive participants2020-01-013,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0118
Total participants2020-01-013,300
Number of participants with account balances2020-01-013,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,763
Total number of active participants reported on line 7a of the Form 55002019-01-012,346
Number of retired or separated participants receiving benefits2019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-01732
Total of all active and inactive participants2019-01-013,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-013,120
Number of participants with account balances2019-01-013,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,642
Total number of active participants reported on line 7a of the Form 55002018-01-012,145
Number of retired or separated participants receiving benefits2018-01-0127
Number of other retired or separated participants entitled to future benefits2018-01-01581
Total of all active and inactive participants2018-01-012,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0110
Total participants2018-01-012,763
Number of participants with account balances2018-01-012,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,100
Total number of active participants reported on line 7a of the Form 55002017-01-012,025
Number of retired or separated participants receiving benefits2017-01-0121
Number of other retired or separated participants entitled to future benefits2017-01-01586
Total of all active and inactive participants2017-01-012,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-012,642
Number of participants with account balances2017-01-012,642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,562
Total number of active participants reported on line 7a of the Form 55002016-01-011,514
Number of retired or separated participants receiving benefits2016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-01562
Total of all active and inactive participants2016-01-012,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-012,100
Number of participants with account balances2016-01-012,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,391
Total number of active participants reported on line 7a of the Form 55002015-01-011,716
Number of retired or separated participants receiving benefits2015-01-0115
Number of other retired or separated participants entitled to future benefits2015-01-01823
Total of all active and inactive participants2015-01-012,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-012,562
Number of participants with account balances2015-01-012,562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,451
Total number of active participants reported on line 7a of the Form 55002014-01-011,507
Number of retired or separated participants receiving benefits2014-01-0116
Number of other retired or separated participants entitled to future benefits2014-01-01860
Total of all active and inactive participants2014-01-012,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-012,391
Number of participants with account balances2014-01-012,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,532
Total number of active participants reported on line 7a of the Form 55002013-01-011,535
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-01901
Total of all active and inactive participants2013-01-012,446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-012,451
Number of participants with account balances2013-01-012,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,472
Total number of active participants reported on line 7a of the Form 55002012-01-011,826
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-01690
Total of all active and inactive participants2012-01-012,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-012,532
Number of participants with account balances2012-01-012,529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,031
Total number of active participants reported on line 7a of the Form 55002011-01-011,483
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01981
Total of all active and inactive participants2011-01-012,467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-012,472
Number of participants with account balances2011-01-012,370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,151
Total number of active participants reported on line 7a of the Form 55002010-01-012,492
Number of other retired or separated participants entitled to future benefits2010-01-011,539
Total of all active and inactive participants2010-01-014,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014,031
Number of participants with account balances2010-01-013,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0158
2009: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,819
Total number of active participants reported on line 7a of the Form 55002009-01-012,579
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,058
Total of all active and inactive participants2009-01-013,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,637
Number of participants with account balances2009-01-012,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0153
2007: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-013,229
Total number of active participants reported on line 7a of the Form 55002007-01-013,350
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-01848
Total of all active and inactive participants2007-01-014,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-014,198
Number of participants with account balances2007-01-013,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-0177
2006: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-012,770
Total number of active participants reported on line 7a of the Form 55002006-01-013,056
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-01682
Total of all active and inactive participants2006-01-013,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-013,738
Number of participants with account balances2006-01-012,452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-0141

Financial Data on THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN

Measure Date Value
2022 : THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,008,996
Total of all expenses incurred2022-12-31$2,996,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,947,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,430,212
Value of total assets at end of year2022-12-31$37,577,750
Value of total assets at beginning of year2022-12-31$43,583,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,621
Total interest from all sources2022-12-31$12,279
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$127,216
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$127,216
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$30,888
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$57,168
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$35,436
Other income not declared elsewhere2022-12-31$64
Administrative expenses (other) incurred2022-12-31$49,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,005,893
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,577,750
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,583,643
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$64
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,049,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$39,130,673
Interest earned on other investments2022-12-31$12,279
Value of interest in common/collective trusts at end of year2022-12-31$27,025,819
Value of interest in common/collective trusts at beginning of year2022-12-31$588,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,353,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,689,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,530,222
Net investment gain or loss from common/collective trusts2022-12-31$-4,048,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,394,776
Employer contributions (assets) at end of year2022-12-31$117,286
Employer contributions (assets) at beginning of year2022-12-31$117,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,947,276
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JACK THORNTON & CO., PC
Accountancy firm EIN2022-12-31631035228
2021 : THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$7,751,392
Total of all expenses incurred2021-12-31$4,647,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,598,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,343,610
Value of total assets at end of year2021-12-31$43,583,643
Value of total assets at beginning of year2021-12-31$40,480,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,258
Total interest from all sources2021-12-31$77,796
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$662,967
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$662,967
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$57,168
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$625,337
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$189,169
Other income not declared elsewhere2021-12-31$30,861
Administrative expenses (other) incurred2021-12-31$49,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,103,454
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,583,643
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,480,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$39,130,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$35,923,105
Interest earned on other investments2021-12-31$77,796
Value of interest in common/collective trusts at end of year2021-12-31$588,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,689,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,824,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,612,464
Net investment gain or loss from common/collective trusts2021-12-31$23,694
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$3,154,441
Employer contributions (assets) at end of year2021-12-31$117,595
Employer contributions (assets) at beginning of year2021-12-31$107,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,598,680
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31JACKSON THORNTON & CO., PC
Accountancy firm EIN2021-12-31631035228
2020 : THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$7,734,739
Total of all expenses incurred2020-12-31$2,452,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,379,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,102,592
Value of total assets at end of year2020-12-31$40,480,189
Value of total assets at beginning of year2020-12-31$35,198,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$73,428
Total interest from all sources2020-12-31$83,120
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$564,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$564,324
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$625,337
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$632,828
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$182,034
Other income not declared elsewhere2020-12-31$8,828
Administrative expenses (other) incurred2020-12-31$73,428
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$5,282,016
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,480,189
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$35,198,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$35,923,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$30,406,827
Value of interest in pooled separate accounts at beginning of year2020-12-31$644,794
Interest earned on other investments2020-12-31$83,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,824,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,513,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,975,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,920,558
Employer contributions (assets) at end of year2020-12-31$107,592
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,379,295
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31JACKSON THORNTON & CO., PC
Accountancy firm EIN2020-12-31631035228
2019 : THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$8,066,609
Total income from all sources (including contributions)2019-12-31$8,066,609
Total of all expenses incurred2019-12-31$1,977,235
Total of all expenses incurred2019-12-31$1,977,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,912,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,912,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,713,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,713,005
Value of total assets at end of year2019-12-31$35,198,173
Value of total assets at end of year2019-12-31$35,198,173
Value of total assets at beginning of year2019-12-31$29,108,799
Value of total assets at beginning of year2019-12-31$29,108,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,848
Total interest from all sources2019-12-31$14,932
Total interest from all sources2019-12-31$14,932
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$704,019
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$704,019
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$704,019
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$704,019
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$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$632,828
Assets. Other investments not covered elsewhere at end of year2019-12-31$632,828
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$553,111
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$553,111
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,519
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,519
Other income not declared elsewhere2019-12-31$68,284
Other income not declared elsewhere2019-12-31$68,284
Administrative expenses (other) incurred2019-12-31$64,701
Administrative expenses (other) incurred2019-12-31$64,701
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$6,089,374
Value of net income/loss2019-12-31$6,089,374
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,198,173
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,198,173
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,108,799
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,108,799
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
Investment advisory and management fees2019-12-31$147
Investment advisory and management fees2019-12-31$147
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,406,827
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,406,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,142,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,142,856
Value of interest in pooled separate accounts at end of year2019-12-31$644,794
Value of interest in pooled separate accounts at end of year2019-12-31$644,794
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,738,044
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,738,044
Interest earned on other investments2019-12-31$14,932
Interest earned on other investments2019-12-31$14,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,513,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,513,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$476,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$476,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,506,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,506,188
Net investment gain/loss from pooled separate accounts2019-12-31$60,181
Net investment gain/loss from pooled separate accounts2019-12-31$60,181
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$2,677,486
Contributions received in cash from employer2019-12-31$2,677,486
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$198,417
Employer contributions (assets) at beginning of year2019-12-31$198,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,912,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,912,387
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan 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 name2019-12-31JACKSON THORNTON & CO., PC
Accountancy firm name2019-12-31JACKSON THORNTON & CO., PC
Accountancy firm EIN2019-12-31631035228
Accountancy firm EIN2019-12-31631035228
2018 : THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$942,609
Total of all expenses incurred2018-12-31$1,480,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,420,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,366,411
Value of total assets at end of year2018-12-31$29,108,799
Value of total assets at beginning of year2018-12-31$29,646,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,764
Total interest from all sources2018-12-31$14,108
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$585,567
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$585,567
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$553,111
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$570,442
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,545
Other income not declared elsewhere2018-12-31$-22,070
Administrative expenses (other) incurred2018-12-31$59,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-538,030
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,108,799
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,646,829
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$559
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,142,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,256,075
Value of interest in pooled separate accounts at end of year2018-12-31$3,738,044
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,337,714
Interest earned on other investments2018-12-31$14,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$476,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$482,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,048,392
Net investment gain/loss from pooled separate accounts2018-12-31$46,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,348,866
Employer contributions (assets) at end of year2018-12-31$198,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,420,875
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JACKSON THORNTON & CO., PC
Accountancy firm EIN2018-12-31631035228
2017 : THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,677,318
Total of all expenses incurred2017-12-31$1,147,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,077,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,107,785
Value of total assets at end of year2017-12-31$29,646,829
Value of total assets at beginning of year2017-12-31$25,117,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$69,732
Total interest from all sources2017-12-31$14,054
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$481,205
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$481,205
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$570,442
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$525,979
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$28,680
Other income not declared elsewhere2017-12-31$44,463
Administrative expenses (other) incurred2017-12-31$69,732
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$4,529,605
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,646,829
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,117,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,256,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,563,718
Value of interest in pooled separate accounts at end of year2017-12-31$3,337,714
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,455,602
Interest earned on other investments2017-12-31$14,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$482,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$483,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,988,934
Net investment gain/loss from pooled separate accounts2017-12-31$40,877
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$2,079,105
Employer contributions (assets) at beginning of year2017-12-31$88,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,077,981
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JACKSON THORNTON & CO., PC
Accountancy firm EIN2017-12-31631035228
2016 : THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,637,871
Total of all expenses incurred2016-12-31$1,872,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,839,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,104,678
Value of total assets at end of year2016-12-31$25,117,224
Value of total assets at beginning of year2016-12-31$23,351,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,481
Total interest from all sources2016-12-31$14,394
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$394,174
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$394,174
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$525,979
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$530,595
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$221,695
Other income not declared elsewhere2016-12-31$4,615
Administrative expenses (other) incurred2016-12-31$32,481
Total non interest bearing cash at beginning of year2016-12-31$0
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$1,765,850
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,117,224
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,351,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,563,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,012,046
Value of interest in pooled separate accounts at end of year2016-12-31$3,455,602
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,311,652
Interest earned on other investments2016-12-31$14,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$483,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$497,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,077,342
Net investment gain/loss from pooled separate accounts2016-12-31$42,668
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$1,882,983
Employer contributions (assets) at end of year2016-12-31$88,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,839,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JACKSON THORNTON & CO., PC
Accountancy firm EIN2016-12-31631035228
2015 : THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,670,334
Total of all expenses incurred2015-12-31$1,471,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,248,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,808,523
Value of total assets at end of year2015-12-31$23,351,374
Value of total assets at beginning of year2015-12-31$23,152,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$223,825
Total interest from all sources2015-12-31$14,323
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$394,204
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$394,204
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$530,595
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$561,243
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$126,706
Other income not declared elsewhere2015-12-31$-30,648
Administrative expenses (other) incurred2015-12-31$223,825
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$8,404
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$198,402
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,351,374
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,152,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,012,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,519,254
Value of interest in pooled separate accounts at end of year2015-12-31$4,311,652
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,570,710
Interest earned on other investments2015-12-31$14,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$497,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$493,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-560,573
Net investment gain/loss from pooled separate accounts2015-12-31$44,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,681,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,248,107
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2015-12-31631035228
2014 : THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,181,604
Total of all expenses incurred2014-12-31$1,737,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,535,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,923,815
Value of total assets at end of year2014-12-31$23,152,972
Value of total assets at beginning of year2014-12-31$21,708,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$202,130
Total interest from all sources2014-12-31$14,163
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$349,817
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$349,817
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$561,243
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$518,801
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$258,929
Other income not declared elsewhere2014-12-31$42,442
Administrative expenses (other) incurred2014-12-31$202,130
Total non interest bearing cash at end of year2014-12-31$8,404
Total non interest bearing cash at beginning of year2014-12-31$4,564
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$1,444,077
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,152,972
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,708,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,519,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,439,775
Value of interest in pooled separate accounts at end of year2014-12-31$4,570,710
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,203,822
Interest earned on other investments2014-12-31$14,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$493,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$479,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$801,995
Net investment gain/loss from pooled separate accounts2014-12-31$49,372
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$1,664,886
Employer contributions (assets) at beginning of year2014-12-31$62,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,535,397
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2014-12-31631035228
2013 : THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4,784,331
Total of all expenses incurred2013-12-31$1,123,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$918,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,280,581
Value of total assets at end of year2013-12-31$21,708,895
Value of total assets at beginning of year2013-12-31$18,048,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$205,535
Total interest from all sources2013-12-31$14,984
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$277,367
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$277,367
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$518,801
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$48,874
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$662,263
Other income not declared elsewhere2013-12-31$47,966
Administrative expenses (other) incurred2013-12-31$205,535
Total non interest bearing cash at end of year2013-12-31$4,564
Total non interest bearing cash at beginning of year2013-12-31$3,574
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$3,660,731
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,708,895
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,048,164
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$15,439,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,425,034
Value of interest in pooled separate accounts at end of year2013-12-31$5,203,822
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,954,756
Interest earned on other investments2013-12-31$14,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$479,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$553,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,100,124
Net investment gain/loss from pooled separate accounts2013-12-31$63,309
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$1,618,318
Employer contributions (assets) at end of year2013-12-31$62,546
Employer contributions (assets) at beginning of year2013-12-31$62,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$918,065
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2013-12-31631035228
2012 : THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,069,206
Total of all expenses incurred2012-12-31$1,202,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$991,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,536,777
Value of total assets at end of year2012-12-31$18,048,164
Value of total assets at beginning of year2012-12-31$16,181,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$210,877
Total interest from all sources2012-12-31$93,725
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$265,285
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$265,285
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$48,874
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$41,280
Other income not declared elsewhere2012-12-31$-5,591
Administrative expenses (other) incurred2012-12-31$210,877
Total non interest bearing cash at end of year2012-12-31$3,574
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$1,866,618
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,048,164
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,181,546
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$12,425,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,426,586
Value of interest in pooled separate accounts at end of year2012-12-31$4,954,756
Value of interest in pooled separate accounts at beginning of year2012-12-31$602,879
Interest earned on other investments2012-12-31$93,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$553,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,094,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,154,383
Net investment gain/loss from pooled separate accounts2012-12-31$24,627
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$1,495,497
Employer contributions (assets) at end of year2012-12-31$62,295
Employer contributions (assets) at beginning of year2012-12-31$57,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$991,711
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2012-12-31631035228
2011 : THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,422,693
Total of all expenses incurred2011-12-31$839,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$837,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,486,436
Value of total assets at end of year2011-12-31$16,181,546
Value of total assets at beginning of year2011-12-31$15,598,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,384
Total interest from all sources2011-12-31$147,319
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$223,732
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$223,732
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 period2011-12-31Yes
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
Administrative expenses (other) incurred2011-12-31$2,384
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$583,236
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,181,546
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,598,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,426,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,646,338
Value of interest in pooled separate accounts at end of year2011-12-31$602,879
Interest earned on other investments2011-12-31$147,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,094,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,951,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-442,580
Net investment gain/loss from pooled separate accounts2011-12-31$7,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,486,436
Employer contributions (assets) at end of year2011-12-31$57,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$837,073
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2011-12-31631035228
2010 : THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR 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$1,481,376
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$897,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$857,091
Expenses. Certain deemed distributions of participant loans2010-12-31$2,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$37,343
Value of total assets at end of year2010-12-31$15,598,310
Value of total assets at beginning of year2010-12-31$15,014,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$37,967
Total interest from all sources2010-12-31$202,017
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$140,506
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$140,506
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
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$359
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$17,569
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$583,777
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,598,310
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,014,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,646,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,868,454
Interest earned on other investments2010-12-31$202,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,951,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,128,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,101,510
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$36,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$857,091
Contract administrator fees2010-12-31$37,967
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2010-12-31631035228
2009 : THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR 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
2007 : THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0
2006 : THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2006 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2006-12-31$0

Form 5500 Responses for THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN

2022: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR 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: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes
2006: THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080433
Policy instance 3
Insurance contract or identification numberTT080433
Number of Individuals Covered2940
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06332
Policy instance 2
Insurance contract or identification number06332
Number of Individuals Covered349
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $70
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080433
Policy instance 1
Insurance contract or identification numberTT080433
Number of Individuals Covered2940
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080433
Policy instance 3
Insurance contract or identification numberTT080433
Number of Individuals Covered2786
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06332
Policy instance 2
Insurance contract or identification number06332
Number of Individuals Covered347
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $94
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080433
Policy instance 1
Insurance contract or identification numberTT080433
Number of Individuals Covered2786
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080433
Policy instance 3
Insurance contract or identification numberTT080433
Number of Individuals Covered2956
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06332
Policy instance 2
Insurance contract or identification number06332
Number of Individuals Covered488
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $54
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080433
Policy instance 1
Insurance contract or identification numberTT080433
Number of Individuals Covered2956
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080433
Policy instance 3
Insurance contract or identification numberTT080433
Number of Individuals Covered2760
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06332
Policy instance 2
Insurance contract or identification number06332
Number of Individuals Covered505
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $52
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080433
Policy instance 1
Insurance contract or identification numberTT080433
Number of Individuals Covered2760
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06332
Policy instance 2
Insurance contract or identification number06332
Number of Individuals Covered515
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080433
Policy instance 1
Insurance contract or identification numberTT080433
Number of Individuals Covered2400
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06332
Policy instance 2
Insurance contract or identification number06332
Number of Individuals Covered527
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $46
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23
Insurance broker organization code?3
Insurance broker nameCINDY G HAYNES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080433
Policy instance 1
Insurance contract or identification numberTT080433
Number of Individuals Covered2287
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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