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SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 401k Plan overview

Plan NameSOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN
Plan identification number 001

SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SOUTHCOAST HOSPITALS GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHCOAST HOSPITALS GROUP, INC.
Employer identification number (EIN):222592333
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BETH BARKER
0012016-01-01DAVID DEJESUS JR.
0012015-01-01DAVID DEJESUS JR.
0012014-01-01DAVID DEJESUS JR.
0012013-01-01DAVID DEJESUS JR.
0012012-01-01DAVID DEJESUS JR.
0012011-01-01DAVID DEJESUS JR.
0012009-01-01DAVID DEJESUS JR.

Plan Statistics for SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN

401k plan membership statisitcs for SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN

Measure Date Value
2022: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019,169
Total number of active participants reported on line 7a of the Form 55002022-01-016,876
Number of retired or separated participants receiving benefits2022-01-01270
Number of other retired or separated participants entitled to future benefits2022-01-012,762
Total of all active and inactive participants2022-01-019,908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0166
Total participants2022-01-019,974
Number of participants with account balances2022-01-019,974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019,676
Total number of active participants reported on line 7a of the Form 55002021-01-016,539
Number of retired or separated participants receiving benefits2021-01-01266
Number of other retired or separated participants entitled to future benefits2021-01-012,300
Total of all active and inactive participants2021-01-019,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0164
Total participants2021-01-019,169
Number of participants with account balances2021-01-019,169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019,896
Total number of active participants reported on line 7a of the Form 55002020-01-017,309
Number of retired or separated participants receiving benefits2020-01-01201
Number of other retired or separated participants entitled to future benefits2020-01-012,109
Total of all active and inactive participants2020-01-019,619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0157
Total participants2020-01-019,676
Number of participants with account balances2020-01-019,676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,383
Total number of active participants reported on line 7a of the Form 55002019-01-017,599
Number of retired or separated participants receiving benefits2019-01-01284
Number of other retired or separated participants entitled to future benefits2019-01-011,946
Total of all active and inactive participants2019-01-019,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0167
Total participants2019-01-019,896
Number of participants with account balances2019-01-019,896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,423
Total number of active participants reported on line 7a of the Form 55002018-01-017,335
Number of retired or separated participants receiving benefits2018-01-01271
Number of other retired or separated participants entitled to future benefits2018-01-011,713
Total of all active and inactive participants2018-01-019,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0164
Total participants2018-01-019,383
Number of participants with account balances2018-01-019,383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,140
Total number of active participants reported on line 7a of the Form 55002017-01-017,373
Number of retired or separated participants receiving benefits2017-01-01228
Number of other retired or separated participants entitled to future benefits2017-01-011,756
Total of all active and inactive participants2017-01-019,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0166
Total participants2017-01-019,423
Number of participants with account balances2017-01-019,385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,617
Total number of active participants reported on line 7a of the Form 55002016-01-017,132
Number of retired or separated participants receiving benefits2016-01-01212
Number of other retired or separated participants entitled to future benefits2016-01-011,746
Total of all active and inactive participants2016-01-019,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0150
Total participants2016-01-019,140
Number of participants with account balances2016-01-018,963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,535
Total number of active participants reported on line 7a of the Form 55002015-01-016,973
Number of retired or separated participants receiving benefits2015-01-01202
Number of other retired or separated participants entitled to future benefits2015-01-011,397
Total of all active and inactive participants2015-01-018,572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0145
Total participants2015-01-018,617
Number of participants with account balances2015-01-018,602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,746
Total number of active participants reported on line 7a of the Form 55002014-01-017,015
Number of retired or separated participants receiving benefits2014-01-01210
Number of other retired or separated participants entitled to future benefits2014-01-011,270
Total of all active and inactive participants2014-01-018,495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0140
Total participants2014-01-018,535
Number of participants with account balances2014-01-017,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,437
Total number of active participants reported on line 7a of the Form 55002013-01-016,668
Number of retired or separated participants receiving benefits2013-01-01196
Number of other retired or separated participants entitled to future benefits2013-01-011,841
Total of all active and inactive participants2013-01-018,705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0141
Total participants2013-01-018,746
Number of participants with account balances2013-01-017,661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,256
Total number of active participants reported on line 7a of the Form 55002012-01-015,709
Number of retired or separated participants receiving benefits2012-01-01147
Number of other retired or separated participants entitled to future benefits2012-01-011,538
Total of all active and inactive participants2012-01-017,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0140
Total participants2012-01-017,434
Number of participants with account balances2012-01-017,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,432
Total number of active participants reported on line 7a of the Form 55002011-01-015,523
Number of retired or separated participants receiving benefits2011-01-01129
Number of other retired or separated participants entitled to future benefits2011-01-011,573
Total of all active and inactive participants2011-01-017,225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0131
Total participants2011-01-017,256
Number of participants with account balances2011-01-017,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,649
Total number of active participants reported on line 7a of the Form 55002009-01-015,130
Number of retired or separated participants receiving benefits2009-01-01108
Number of other retired or separated participants entitled to future benefits2009-01-01278
Total of all active and inactive participants2009-01-015,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0128
Total participants2009-01-015,544
Number of participants with account balances2009-01-016,878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN

Measure Date Value
2022 : SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-55,734,001
Total of all expenses incurred2022-12-31$93,001,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$91,616,389
Expenses. Certain deemed distributions of participant loans2022-12-31$440,312
Value of total corrective distributions2022-12-31$7,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$67,949,918
Value of total assets at end of year2022-12-31$950,043,361
Value of total assets at beginning of year2022-12-31$1,098,778,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$936,749
Total interest from all sources2022-12-31$4,192,911
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$14,942,159
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$14,942,159
Administrative expenses professional fees incurred2022-12-31$14,900
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$41,340,682
Participant contributions at end of year2022-12-31$5,398,903
Participant contributions at beginning of year2022-12-31$5,232,117
Participant contributions at end of year2022-12-31$1,356
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$6,742,515
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$7,930,476
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,223,054
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$50,791
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$42,398
Other income not declared elsewhere2022-12-31$-194,345
Administrative expenses (other) incurred2022-12-31$765,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-148,735,031
Value of net assets at end of year (total assets less liabilities)2022-12-31$950,043,361
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,098,778,392
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$156,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$769,285,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$911,954,587
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$456,390
Interest on participant loans2022-12-31$163,988
Interest earned on other investments2022-12-31$4,028,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$167,567,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$172,245,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-142,632,657
Net investment gain/loss from pooled separate accounts2022-12-31$8,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$23,386,182
Employer contributions (assets) at end of year2022-12-31$996,288
Employer contributions (assets) at beginning of year2022-12-31$916,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$91,616,389
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 name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$203,388,910
Total of all expenses incurred2021-12-31$76,145,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$74,926,187
Expenses. Certain deemed distributions of participant loans2021-12-31$333,591
Value of total corrective distributions2021-12-31$25,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$62,480,614
Value of total assets at end of year2021-12-31$1,098,778,392
Value of total assets at beginning of year2021-12-31$971,534,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$859,863
Total interest from all sources2021-12-31$4,857,092
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14,470,893
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$14,470,893
Administrative expenses professional fees incurred2021-12-31$14,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$38,806,502
Participant contributions at end of year2021-12-31$5,232,117
Participant contributions at beginning of year2021-12-31$5,643,857
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$7,930,476
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$6,854,907
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,993,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$42,398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$55,494
Other income not declared elsewhere2021-12-31$928,143
Administrative expenses (other) incurred2021-12-31$740,966
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$127,243,589
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,098,778,392
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$971,534,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$104,897
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$911,954,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$782,688,719
Value of interest in pooled separate accounts at end of year2021-12-31$456,390
Value of interest in pooled separate accounts at beginning of year2021-12-31$531,632
Interest on participant loans2021-12-31$295,954
Interest earned on other investments2021-12-31$4,561,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$172,245,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$174,982,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$120,637,269
Net investment gain/loss from pooled separate accounts2021-12-31$14,899
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$21,680,711
Employer contributions (assets) at end of year2021-12-31$916,995
Employer contributions (assets) at beginning of year2021-12-31$777,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$74,926,187
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$157,860,433
Total of all expenses incurred2020-12-31$72,955,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$71,040,459
Expenses. Certain deemed distributions of participant loans2020-12-31$869,481
Value of total corrective distributions2020-12-31$10,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$56,576,474
Value of total assets at end of year2020-12-31$971,534,803
Value of total assets at beginning of year2020-12-31$886,629,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,034,759
Total interest from all sources2020-12-31$5,284,578
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,971,848
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$12,971,848
Administrative expenses professional fees incurred2020-12-31$14,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,000,000
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
Contributions received from participants2020-12-31$34,939,597
Participant contributions at end of year2020-12-31$5,643,857
Participant contributions at beginning of year2020-12-31$6,818,921
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$33,783
Assets. Other investments not covered elsewhere at end of year2020-12-31$6,854,907
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,410,055
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,469,075
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$55,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$66,775
Other income not declared elsewhere2020-12-31$902,997
Administrative expenses (other) incurred2020-12-31$897,420
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$84,904,835
Value of net assets at end of year (total assets less liabilities)2020-12-31$971,534,803
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$886,629,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$123,339
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$782,688,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$713,104,591
Value of interest in pooled separate accounts at end of year2020-12-31$531,632
Value of interest in pooled separate accounts at beginning of year2020-12-31$569,735
Interest on participant loans2020-12-31$399,726
Interest earned on other investments2020-12-31$4,884,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$174,982,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$159,812,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$82,107,594
Net investment gain/loss from pooled separate accounts2020-12-31$16,942
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$20,167,802
Employer contributions (assets) at end of year2020-12-31$777,429
Employer contributions (assets) at beginning of year2020-12-31$813,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$71,040,459
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$201,122,266
Total income from all sources (including contributions)2019-12-31$201,122,266
Total of all expenses incurred2019-12-31$55,309,905
Total of all expenses incurred2019-12-31$55,309,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$53,877,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$53,877,314
Expenses. Certain deemed distributions of participant loans2019-12-31$658,306
Expenses. Certain deemed distributions of participant loans2019-12-31$658,306
Value of total corrective distributions2019-12-31$4,187
Value of total corrective distributions2019-12-31$4,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$57,740,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$57,740,554
Value of total assets at end of year2019-12-31$886,629,968
Value of total assets at end of year2019-12-31$886,629,968
Value of total assets at beginning of year2019-12-31$740,817,607
Value of total assets at beginning of year2019-12-31$740,817,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$770,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$770,098
Total interest from all sources2019-12-31$5,699,109
Total interest from all sources2019-12-31$5,699,109
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,586,006
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,586,006
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$12,586,006
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$12,586,006
Administrative expenses professional fees incurred2019-12-31$15,181
Administrative expenses professional fees incurred2019-12-31$15,181
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$7,000,000
Value of fidelity bond cover2019-12-31$7,000,000
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
Contributions received from participants2019-12-31$35,245,434
Contributions received from participants2019-12-31$35,245,434
Participant contributions at end of year2019-12-31$6,818,921
Participant contributions at end of year2019-12-31$6,818,921
Participant contributions at beginning of year2019-12-31$6,791,344
Participant contributions at beginning of year2019-12-31$6,791,344
Participant contributions at end of year2019-12-31$33,783
Participant contributions at end of year2019-12-31$33,783
Participant contributions at beginning of year2019-12-31$19,495
Participant contributions at beginning of year2019-12-31$19,495
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,410,055
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,671,754
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,671,754
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,393,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,393,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$66,775
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$66,775
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$66,967
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$66,967
Other income not declared elsewhere2019-12-31$884,511
Other income not declared elsewhere2019-12-31$884,511
Administrative expenses (other) incurred2019-12-31$636,242
Administrative expenses (other) incurred2019-12-31$636,242
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$145,812,361
Value of net income/loss2019-12-31$145,812,361
Value of net assets at end of year (total assets less liabilities)2019-12-31$886,629,968
Value of net assets at end of year (total assets less liabilities)2019-12-31$886,629,968
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$740,817,607
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$740,817,607
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$118,675
Investment advisory and management fees2019-12-31$118,675
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$713,104,591
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$713,104,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$568,681,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$568,681,649
Value of interest in pooled separate accounts at end of year2019-12-31$569,735
Value of interest in pooled separate accounts at end of year2019-12-31$569,735
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,622,455
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,622,455
Interest on participant loans2019-12-31$385,389
Interest on participant loans2019-12-31$385,389
Interest earned on other investments2019-12-31$5,313,720
Interest earned on other investments2019-12-31$5,313,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$159,812,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$159,812,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$153,164,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$153,164,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$124,020,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$124,020,697
Net investment gain/loss from pooled separate accounts2019-12-31$191,389
Net investment gain/loss from pooled separate accounts2019-12-31$191,389
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
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$20,102,120
Contributions received in cash from employer2019-12-31$20,102,120
Employer contributions (assets) at end of year2019-12-31$813,928
Employer contributions (assets) at end of year2019-12-31$813,928
Employer contributions (assets) at beginning of year2019-12-31$799,738
Employer contributions (assets) at beginning of year2019-12-31$799,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$53,877,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$53,877,314
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 name2019-12-31CARON & BLETZER, PLLC
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
Accountancy firm EIN2019-12-31043499945
2018 : SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$1,788,443
Total income from all sources (including contributions)2018-12-31$40,868,908
Total of all expenses incurred2018-12-31$59,052,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$57,675,436
Expenses. Certain deemed distributions of participant loans2018-12-31$563,409
Value of total corrective distributions2018-12-31$935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$56,314,974
Value of total assets at end of year2018-12-31$740,817,607
Value of total assets at beginning of year2018-12-31$757,212,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$812,673
Total interest from all sources2018-12-31$5,818,783
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,934,183
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$11,934,183
Administrative expenses professional fees incurred2018-12-31$39,237
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$33,305,246
Participant contributions at end of year2018-12-31$6,791,344
Participant contributions at beginning of year2018-12-31$6,493,195
Participant contributions at end of year2018-12-31$19,495
Participant contributions at beginning of year2018-12-31$1,313,380
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,671,754
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,772,223
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,879,952
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$66,967
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$57,338
Other income not declared elsewhere2018-12-31$-240,578
Administrative expenses (other) incurred2018-12-31$667,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-18,183,545
Value of net assets at end of year (total assets less liabilities)2018-12-31$740,817,607
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$757,212,709
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$106,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$568,681,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$577,086,132
Value of interest in pooled separate accounts at end of year2018-12-31$6,622,455
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,091,234
Interest on participant loans2018-12-31$315,556
Interest earned on other investments2018-12-31$5,503,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$153,164,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$159,635,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-33,162,717
Net investment gain/loss from pooled separate accounts2018-12-31$204,263
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$20,129,776
Employer contributions (assets) at end of year2018-12-31$799,738
Employer contributions (assets) at beginning of year2018-12-31$763,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$57,675,436
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$15,040,898
Total income from all sources (including contributions)2017-12-31$143,812,277
Total of all expenses incurred2017-12-31$49,090,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$47,634,410
Expenses. Certain deemed distributions of participant loans2017-12-31$648,643
Value of total corrective distributions2017-12-31$10,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$53,129,795
Value of total assets at end of year2017-12-31$757,212,709
Value of total assets at beginning of year2017-12-31$647,449,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$796,601
Total interest from all sources2017-12-31$5,597,327
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,287,223
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$10,287,223
Administrative expenses professional fees incurred2017-12-31$7,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$31,650,604
Participant contributions at end of year2017-12-31$6,493,195
Participant contributions at beginning of year2017-12-31$5,983,362
Participant contributions at end of year2017-12-31$1,313,380
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,772,223
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,974,221
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,200,910
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$57,338
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$50,940
Other income not declared elsewhere2017-12-31$604,945
Administrative expenses (other) incurred2017-12-31$664,601
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$94,722,191
Value of net assets at end of year (total assets less liabilities)2017-12-31$757,212,709
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$647,449,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$124,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$577,086,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$475,621,481
Value of interest in pooled separate accounts at end of year2017-12-31$7,091,234
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,386,351
Interest on participant loans2017-12-31$246,956
Interest earned on other investments2017-12-31$5,350,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$159,635,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$153,433,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$73,977,262
Net investment gain/loss from pooled separate accounts2017-12-31$215,725
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$18,278,281
Employer contributions (assets) at end of year2017-12-31$763,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$47,634,410
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$98,016,180
Total of all expenses incurred2016-12-31$46,959,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$45,750,005
Expenses. Certain deemed distributions of participant loans2016-12-31$454,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$49,927,204
Value of total assets at end of year2016-12-31$647,449,620
Value of total assets at beginning of year2016-12-31$596,392,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$754,629
Total interest from all sources2016-12-31$5,345,574
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,752,790
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$8,752,790
Administrative expenses professional fees incurred2016-12-31$15,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$29,842,264
Participant contributions at end of year2016-12-31$5,983,362
Participant contributions at beginning of year2016-12-31$5,152,230
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,974,221
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,743,461
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,662,921
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$50,940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$42,709
Other income not declared elsewhere2016-12-31$208,711
Administrative expenses (other) incurred2016-12-31$647,529
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$51,057,098
Value of net assets at end of year (total assets less liabilities)2016-12-31$647,449,620
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$596,392,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$92,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$475,621,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$432,218,114
Value of interest in pooled separate accounts at end of year2016-12-31$7,386,351
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,741,616
Interest on participant loans2016-12-31$178,080
Interest earned on other investments2016-12-31$5,167,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$153,433,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$146,494,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$33,556,491
Net investment gain/loss from pooled separate accounts2016-12-31$225,410
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$17,422,019
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$45,750,005
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$46,666,003
Total of all expenses incurred2015-12-31$46,611,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$45,111,170
Expenses. Certain deemed distributions of participant loans2015-12-31$666,112
Value of total corrective distributions2015-12-31$3,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$48,717,317
Value of total assets at end of year2015-12-31$596,392,522
Value of total assets at beginning of year2015-12-31$596,338,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$831,039
Total interest from all sources2015-12-31$5,024,310
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,729,780
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$7,729,780
Administrative expenses professional fees incurred2015-12-31$18,250
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$29,483,606
Participant contributions at end of year2015-12-31$5,152,230
Participant contributions at beginning of year2015-12-31$5,561,716
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$37,379
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,743,461
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,558,820
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,572,077
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$42,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$45,683
Other income not declared elsewhere2015-12-31$-97,385
Administrative expenses (other) incurred2015-12-31$612,789
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$143,946
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$54,268
Value of net assets at end of year (total assets less liabilities)2015-12-31$596,392,522
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$596,338,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$200,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$432,218,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$435,803,024
Value of interest in pooled separate accounts at end of year2015-12-31$7,741,616
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,220,850
Interest on participant loans2015-12-31$92,355
Interest earned on other investments2015-12-31$4,931,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$146,494,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$141,886,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,943,064
Net investment gain/loss from pooled separate accounts2015-12-31$235,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$16,661,634
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$80,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$45,111,170
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$87,429,824
Total of all expenses incurred2014-12-31$44,853,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$43,891,949
Expenses. Certain deemed distributions of participant loans2014-12-31$515,567
Value of total corrective distributions2014-12-31$4,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$54,568,647
Value of total assets at end of year2014-12-31$596,338,254
Value of total assets at beginning of year2014-12-31$553,762,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$441,612
Total interest from all sources2014-12-31$4,920,643
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,086,636
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$8,086,636
Administrative expenses professional fees incurred2014-12-31$16,834
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$25,146,955
Participant contributions at end of year2014-12-31$5,561,716
Participant contributions at beginning of year2014-12-31$4,938,486
Participant contributions at end of year2014-12-31$37,379
Participant contributions at beginning of year2014-12-31$134,785
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,558,820
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,159,227
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,459,493
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$45,683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$37,558
Other income not declared elsewhere2014-12-31$246,473
Administrative expenses (other) incurred2014-12-31$224,778
Total non interest bearing cash at end of year2014-12-31$143,946
Total non interest bearing cash at beginning of year2014-12-31$495,817
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$42,576,234
Value of net assets at end of year (total assets less liabilities)2014-12-31$596,338,254
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$553,762,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$200,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$435,803,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$396,293,103
Value of interest in pooled separate accounts at end of year2014-12-31$8,220,850
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,392,111
Interest on participant loans2014-12-31$87,206
Interest earned on other investments2014-12-31$4,833,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$141,886,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$139,229,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$19,361,595
Net investment gain/loss from pooled separate accounts2014-12-31$245,830
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$18,962,199
Employer contributions (assets) at end of year2014-12-31$80,580
Employer contributions (assets) at beginning of year2014-12-31$81,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$43,891,949
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 name2014-12-31FEELEY & DRISCOLL, PC
Accountancy firm EIN2014-12-31042684828
2013 : SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$118,042,808
Total of all expenses incurred2013-12-31$38,457,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$37,273,737
Expenses. Certain deemed distributions of participant loans2013-12-31$770,249
Value of total corrective distributions2013-12-31$7,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$41,596,600
Value of total assets at end of year2013-12-31$553,762,020
Value of total assets at beginning of year2013-12-31$474,177,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$406,024
Total interest from all sources2013-12-31$4,819,619
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,465,809
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$5,465,809
Administrative expenses professional fees incurred2013-12-31$20,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$22,476,536
Participant contributions at end of year2013-12-31$4,938,486
Participant contributions at beginning of year2013-12-31$5,109,717
Participant contributions at end of year2013-12-31$134,785
Participant contributions at beginning of year2013-12-31$145,627
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,159,227
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,727,439
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,700,209
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$37,558
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$45,494
Other income not declared elsewhere2013-12-31$465,791
Administrative expenses (other) incurred2013-12-31$160,524
Total non interest bearing cash at end of year2013-12-31$495,817
Total non interest bearing cash at beginning of year2013-12-31$486,729
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$79,584,905
Value of net assets at end of year (total assets less liabilities)2013-12-31$553,762,020
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$474,177,115
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
Investment advisory and management fees2013-12-31$225,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$396,293,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$318,254,625
Value of interest in pooled separate accounts at end of year2013-12-31$8,392,111
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,285,010
Interest on participant loans2013-12-31$78,732
Interest earned on other investments2013-12-31$4,740,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$139,229,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$137,008,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$65,432,613
Net investment gain/loss from pooled separate accounts2013-12-31$262,376
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$17,419,855
Employer contributions (assets) at end of year2013-12-31$81,144
Employer contributions (assets) at beginning of year2013-12-31$113,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$37,273,737
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 name2013-12-31FEELEY & DRISCOLL, PC
Accountancy firm EIN2013-12-31042684828
2012 : SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$6,227
Total income from all sources (including contributions)2012-12-31$81,655,593
Total of all expenses incurred2012-12-31$23,576,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$22,632,337
Expenses. Certain deemed distributions of participant loans2012-12-31$606,310
Value of total corrective distributions2012-12-31$25,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$39,162,630
Value of total assets at end of year2012-12-31$474,177,115
Value of total assets at beginning of year2012-12-31$416,091,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$312,007
Total interest from all sources2012-12-31$4,684,949
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,934,901
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$6,934,901
Administrative expenses professional fees incurred2012-12-31$17,314
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$6,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$20,288,665
Participant contributions at end of year2012-12-31$5,109,717
Participant contributions at beginning of year2012-12-31$4,463,747
Participant contributions at end of year2012-12-31$145,627
Participant contributions at beginning of year2012-12-31$74,803
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,727,439
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,434,141
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,332,645
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$45,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$43,413
Other income not declared elsewhere2012-12-31$263,400
Administrative expenses (other) incurred2012-12-31$18,471
Total non interest bearing cash at end of year2012-12-31$486,729
Total non interest bearing cash at beginning of year2012-12-31$441,730
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$58,079,081
Value of net assets at end of year (total assets less liabilities)2012-12-31$474,177,115
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$416,091,807
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
Investment advisory and management fees2012-12-31$276,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$318,254,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$267,548,374
Value of interest in pooled separate accounts at end of year2012-12-31$9,285,010
Value of interest in pooled separate accounts at beginning of year2012-12-31$9,814,400
Interest on participant loans2012-12-31$84,854
Interest earned on other investments2012-12-31$4,600,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$15,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$15,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$137,008,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$131,142,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$30,330,278
Net investment gain/loss from pooled separate accounts2012-12-31$279,435
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$16,541,320
Employer contributions (assets) at end of year2012-12-31$113,911
Employer contributions (assets) at beginning of year2012-12-31$113,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$22,632,337
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 name2012-12-31FEELEY & DRISCOLL, PC
Accountancy firm EIN2012-12-31042684828
2011 : SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$39,211,660
Total of all expenses incurred2011-12-31$21,084,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,969,825
Expenses. Certain deemed distributions of participant loans2011-12-31$798,504
Value of total corrective distributions2011-12-31$396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$36,703,619
Value of total assets at end of year2011-12-31$416,091,807
Value of total assets at beginning of year2011-12-31$397,964,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$315,439
Total interest from all sources2011-12-31$4,453,238
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,709,351
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$4,709,351
Administrative expenses professional fees incurred2011-12-31$15,448
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$6,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$18,989,708
Participant contributions at end of year2011-12-31$4,463,747
Participant contributions at beginning of year2011-12-31$4,189,986
Participant contributions at end of year2011-12-31$74,803
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,434,141
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,946,461
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,681,145
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$43,413
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$43,774
Other income not declared elsewhere2011-12-31$-74,418
Administrative expenses (other) incurred2011-12-31$10,711
Total non interest bearing cash at end of year2011-12-31$441,730
Total non interest bearing cash at beginning of year2011-12-31$178,224
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$18,127,496
Value of net assets at end of year (total assets less liabilities)2011-12-31$416,091,807
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$397,964,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$289,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$267,548,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$258,403,257
Value of interest in pooled separate accounts at end of year2011-12-31$9,814,400
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,422,137
Interest on participant loans2011-12-31$101,332
Interest earned on other investments2011-12-31$4,351,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$15,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$131,142,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$122,766,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,883,030
Net investment gain/loss from pooled separate accounts2011-12-31$302,900
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$16,032,766
Employer contributions (assets) at end of year2011-12-31$113,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$19,969,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FEELEY & DRISCOLL, PC
Accountancy firm EIN2011-12-31042684828
2010 : SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$2,434
Total income from all sources (including contributions)2010-12-31$67,796,600
Total of all expenses incurred2010-12-31$17,219,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,624,387
Expenses. Certain deemed distributions of participant loans2010-12-31$572,262
Value of total corrective distributions2010-12-31$4,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$34,501,308
Value of total assets at end of year2010-12-31$397,964,311
Value of total assets at beginning of year2010-12-31$347,385,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,343
Total interest from all sources2010-12-31$4,142,135
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,736,863
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$4,736,863
Administrative expenses professional fees incurred2010-12-31$5,148
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$18,136,583
Participant contributions at end of year2010-12-31$4,189,986
Participant contributions at beginning of year2010-12-31$3,055,709
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,946,461
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,615,130
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$988,969
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$43,774
Other income not declared elsewhere2010-12-31$217,114
Administrative expenses (other) incurred2010-12-31$13,195
Total non interest bearing cash at end of year2010-12-31$178,224
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$50,576,640
Value of net assets at end of year (total assets less liabilities)2010-12-31$397,964,311
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$347,385,237
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$258,403,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$219,145,794
Value of interest in pooled separate accounts at end of year2010-12-31$10,422,137
Value of interest in pooled separate accounts at beginning of year2010-12-31$11,171,832
Interest on participant loans2010-12-31$161,148
Interest earned on other investments2010-12-31$3,980,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$87,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$87,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$122,766,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$112,309,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$23,874,943
Net investment gain/loss from pooled separate accounts2010-12-31$324,237
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$15,375,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,624,387
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31FEELEY & DRISCOLL, PC
Accountancy firm EIN2010-12-31042684828
2009 : SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN

2022: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP 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: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP 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: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP 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: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP 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: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP 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: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP 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: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP 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: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP 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: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP 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: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP 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: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SOUTHCOAST HEALTH SYSTEM PARTNERSHIP 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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA068853
Policy instance 3
Insurance contract or identification numberTA068853
Number of Individuals Covered9934
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 2
Insurance contract or identification number192447+030
Number of Individuals Covered11
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068853
Policy instance 1
Insurance contract or identification numberTA068853
Number of Individuals Covered9934
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 numberTA068853
Policy instance 3
Insurance contract or identification numberTA068853
Number of Individuals Covered9125
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 FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068853
Policy instance 1
Insurance contract or identification numberTA068853
Number of Individuals Covered9125
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 2
Insurance contract or identification number192447+030
Number of Individuals Covered47
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 2
Insurance contract or identification number192447+030
Number of Individuals Covered51
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068853
Policy instance 1
Insurance contract or identification numberTA068853
Number of Individuals Covered9632
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 numberTA068853
Policy instance 3
Insurance contract or identification numberTA068853
Number of Individuals Covered9632
Insurance policy start date2020-12-27
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 numberTA068853
Policy instance 3
Insurance contract or identification numberTA068853
Number of Individuals Covered9851
Insurance policy start date2019-12-27
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 2
Insurance contract or identification number192447+030
Number of Individuals Covered54
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068853
Policy instance 1
Insurance contract or identification numberTA068853
Number of Individuals Covered9851
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068853
Policy instance 1
Insurance contract or identification numberTA068853
Number of Individuals Covered9347
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 2
Insurance contract or identification number192447+030
Number of Individuals Covered55
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 3
Insurance contract or identification number192447+030
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068853
Policy instance 1
Insurance contract or identification numberTA068853
Number of Individuals Covered9349
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 2
Insurance contract or identification number192447+030
Number of Individuals Covered59
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 3
Insurance contract or identification number192447+030
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068853
Policy instance 1
Insurance contract or identification numberTA068853
Number of Individuals Covered8566
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 2
Insurance contract or identification number192447+030
Number of Individuals Covered63
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068853
Policy instance 1
Insurance contract or identification numberTA068853
Number of Individuals Covered7207
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 3
Insurance contract or identification number192447+030
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 2
Insurance contract or identification number192447+030
Number of Individuals Covered68
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 3
Insurance contract or identification number192447+030
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 2
Insurance contract or identification number192447+030
Number of Individuals Covered70
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068853
Policy instance 1
Insurance contract or identification numberTA068853
Number of Individuals Covered7661
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068853
Policy instance 1
Insurance contract or identification numberTA068853
Number of Individuals Covered7434
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 3
Insurance contract or identification number192447+030
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 2
Insurance contract or identification number192447+030
Number of Individuals Covered78
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 2
Insurance contract or identification number192447+030
Number of Individuals Covered79
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068853
Policy instance 1
Insurance contract or identification numberTA068853
Number of Individuals Covered7215
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 3
Insurance contract or identification number192447+030
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 3
Insurance contract or identification number192447+030
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number192447+030
Policy instance 2
Insurance contract or identification number192447+030
Number of Individuals Covered83
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068853
Policy instance 1
Insurance contract or identification numberTA068853
Number of Individuals Covered7037
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $191,501
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 $191,501
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE

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