401k Plan data: CLARION HOSPITAL 403(B) PLAN plan

CLARION HOSPITAL 403(B) PLAN 401k Plan overview

Plan Name	CLARION HOSPITAL 403(B) PLAN
Plan identification number	002

CLARION HOSPITAL 403(B) PLAN Benefits

401k Plan Type

Defined 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)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CLARION HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name: CLARION HOSPITAL

Employer identification number (EIN): 251010039

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about CLARION HOSPITAL

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 68648

More information about CLARION HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLARION HOSPITAL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 BROOKE DIVINS
002 2016-01-01 BROOKE DIVINS
002 2015-01-01 BROOKE DIVINS
002 2014-01-01 BROOKE DIVINS
002 2013-07-01 BROOKE DIVINS

Plan Statistics for CLARION HOSPITAL 403(B) PLAN

401k plan membership statisitcs for CLARION HOSPITAL 403(B) PLAN

Measure Date Value
2022: CLARION HOSPITAL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 475
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 379
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 87
Total of all active and inactive participants 2022-01-01 466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 467
Number of participants with account balances 2022-01-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: CLARION HOSPITAL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 486
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 393
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 81
Total of all active and inactive participants 2021-01-01 474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 475
Number of participants with account balances 2021-01-01 317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: CLARION HOSPITAL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 498
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 415
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 70
Total of all active and inactive participants 2020-01-01 485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 486
Number of participants with account balances 2020-01-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: CLARION HOSPITAL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 260
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 437
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 60
Total of all active and inactive participants 2019-01-01 497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 498
Number of participants with account balances 2019-01-01 311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CLARION HOSPITAL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 200
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 50
Total of all active and inactive participants 2018-01-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 251
Number of participants with account balances 2018-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CLARION HOSPITAL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 195
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 42
Total of all active and inactive participants 2017-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 237
Number of participants with account balances 2017-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CLARION HOSPITAL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 191
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 38
Total of all active and inactive participants 2016-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 229
Number of participants with account balances 2016-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CLARION HOSPITAL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 197
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 204
Number of participants with account balances 2015-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CLARION HOSPITAL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 167
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 169
Number of participants with account balances 2014-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CLARION HOSPITAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 571
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 139
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 1
Total of all active and inactive participants 2013-07-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 140
Number of participants with account balances 2013-07-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0

Measure	Date	Value
2022: CLARION HOSPITAL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	475
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	379
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	87
Total of all active and inactive participants	2022-01-01	466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	467
Number of participants with account balances	2022-01-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: CLARION HOSPITAL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	486
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	393
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	81
Total of all active and inactive participants	2021-01-01	474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	475
Number of participants with account balances	2021-01-01	317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: CLARION HOSPITAL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	498
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	415
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	70
Total of all active and inactive participants	2020-01-01	485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	486
Number of participants with account balances	2020-01-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: CLARION HOSPITAL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	260
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	437
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	60
Total of all active and inactive participants	2019-01-01	497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	498
Number of participants with account balances	2019-01-01	311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CLARION HOSPITAL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	200
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	50
Total of all active and inactive participants	2018-01-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	251
Number of participants with account balances	2018-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CLARION HOSPITAL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	195
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	42
Total of all active and inactive participants	2017-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	237
Number of participants with account balances	2017-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CLARION HOSPITAL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	191
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	38
Total of all active and inactive participants	2016-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	229
Number of participants with account balances	2016-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CLARION HOSPITAL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	197
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	204
Number of participants with account balances	2015-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CLARION HOSPITAL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	167
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	169
Number of participants with account balances	2014-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CLARION HOSPITAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	571
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	139
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	1
Total of all active and inactive participants	2013-07-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	140
Number of participants with account balances	2013-07-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0

Financial Data on CLARION HOSPITAL 403(B) PLAN

Measure	Date	Value
2022 : CLARION HOSPITAL 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$288,806
Total of all expenses incurred	2022-12-31	$666,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$650,672
Expenses. Certain deemed distributions of participant loans	2022-12-31	$-1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,611,782
Value of total assets at end of year	2022-12-31	$8,236,481
Value of total assets at beginning of year	2022-12-31	$8,614,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$17,132
Total interest from all sources	2022-12-31	$2,450
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$184,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$184,862
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,048,973
Participant contributions at end of year	2022-12-31	$56,197
Participant contributions at beginning of year	2022-12-31	$75,491
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$98,628
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$423
Administrative expenses (other) incurred	2022-12-31	$12,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-377,998
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,236,481
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,614,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$4,536
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,641,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,083,660
Interest on participant loans	2022-12-31	$1,843
Interest earned on other investments	2022-12-31	$607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$73,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$40,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,510,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$464,181
Employer contributions (assets) at end of year	2022-12-31	$464,181
Employer contributions (assets) at beginning of year	2022-12-31	$414,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$650,672
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : CLARION HOSPITAL 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,308,141
Total of all expenses incurred	2021-12-31	$1,072,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,049,758
Expenses. Certain deemed distributions of participant loans	2021-12-31	$3,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,526,650
Value of total assets at end of year	2021-12-31	$8,614,479
Value of total assets at beginning of year	2021-12-31	$7,378,845
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$19,474
Total interest from all sources	2021-12-31	$2,261
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$272,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$272,177
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,018,474
Participant contributions at end of year	2021-12-31	$75,491
Participant contributions at beginning of year	2021-12-31	$86,776
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$93,884
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$423
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$1,059
Administrative expenses (other) incurred	2021-12-31	$15,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,235,634
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,614,479
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,378,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$3,712
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,083,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,602,967
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$1,325
Interest earned on other investments	2021-12-31	$936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$40,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$261,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$507,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$414,292
Employer contributions (assets) at end of year	2021-12-31	$414,292
Employer contributions (assets) at beginning of year	2021-12-31	$426,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,049,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : CLARION HOSPITAL 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,358,899
Total of all expenses incurred	2020-12-31	$802,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$781,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,451,230
Value of total assets at end of year	2020-12-31	$7,378,845
Value of total assets at beginning of year	2020-12-31	$5,822,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$20,228
Total interest from all sources	2020-12-31	$2,017
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$99,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$99,825
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$975,181
Participant contributions at end of year	2020-12-31	$86,776
Participant contributions at beginning of year	2020-12-31	$23,464
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$49,342
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$1,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$238
Administrative expenses (other) incurred	2020-12-31	$17,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,556,765
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,378,845
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,822,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$3,115
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,602,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,323,562
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$22,763
Interest on participant loans	2020-12-31	$1,792
Interest earned on other investments	2020-12-31	$225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$261,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$9,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$804,258
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$426,707
Employer contributions (assets) at end of year	2020-12-31	$426,707
Employer contributions (assets) at beginning of year	2020-12-31	$442,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$781,906
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BLUE & CO., LLC
Accountancy firm EIN	2020-12-31	351178661
2019 : CLARION HOSPITAL 403(B) PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$32,216
Total transfer of assets to this plan	2019-12-31	$32,216
Total income from all sources (including contributions)	2019-12-31	$2,282,246
Total income from all sources (including contributions)	2019-12-31	$2,282,246
Total of all expenses incurred	2019-12-31	$522,850
Total of all expenses incurred	2019-12-31	$522,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$502,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$502,154
Expenses. Certain deemed distributions of participant loans	2019-12-31	$3,789
Expenses. Certain deemed distributions of participant loans	2019-12-31	$3,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,446,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,446,239
Value of total assets at end of year	2019-12-31	$5,822,080
Value of total assets at end of year	2019-12-31	$5,822,080
Value of total assets at beginning of year	2019-12-31	$4,030,468
Value of total assets at beginning of year	2019-12-31	$4,030,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,907
Total interest from all sources	2019-12-31	$847
Total interest from all sources	2019-12-31	$847
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$96,558
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$96,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$96,558
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$96,558
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$961,836
Contributions received from participants	2019-12-31	$961,836
Participant contributions at end of year	2019-12-31	$23,464
Participant contributions at end of year	2019-12-31	$23,464
Participant contributions at beginning of year	2019-12-31	$34,624
Participant contributions at beginning of year	2019-12-31	$34,624
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$42,137
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$42,137
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$238
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$155
Administrative expenses (other) incurred	2019-12-31	$14,502
Administrative expenses (other) incurred	2019-12-31	$14,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,759,396
Value of net income/loss	2019-12-31	$1,759,396
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,822,080
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,822,080
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,030,468
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,030,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$2,405
Investment advisory and management fees	2019-12-31	$2,405
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,323,562
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,323,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,970,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,970,126
Value of interest in pooled separate accounts at end of year	2019-12-31	$22,763
Value of interest in pooled separate accounts at end of year	2019-12-31	$22,763
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$17,663
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$17,663
Interest on participant loans	2019-12-31	$847
Interest on participant loans	2019-12-31	$847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$9,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$9,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$738,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$738,103
Net investment gain/loss from pooled separate accounts	2019-12-31	$499
Net investment gain/loss from pooled separate accounts	2019-12-31	$499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$442,266
Contributions received in cash from employer	2019-12-31	$442,266
Employer contributions (assets) at end of year	2019-12-31	$442,266
Employer contributions (assets) at end of year	2019-12-31	$442,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$502,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$502,154
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BLUE & CO., LLC
Accountancy firm name	2019-12-31	BLUE & CO., LLC
Accountancy firm EIN	2019-12-31	351178661
Accountancy firm EIN	2019-12-31	351178661
2018 : CLARION HOSPITAL 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$721,405
Total of all expenses incurred	2018-12-31	$159,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$142,629
Expenses. Certain deemed distributions of participant loans	2018-12-31	$3,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$937,983
Value of total assets at end of year	2018-12-31	$4,030,468
Value of total assets at beginning of year	2018-12-31	$3,468,404
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,640
Total interest from all sources	2018-12-31	$4,286
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$106,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$106,180
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$683,188
Participant contributions at end of year	2018-12-31	$34,624
Participant contributions at beginning of year	2018-12-31	$50,061
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$254,795
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$341
Administrative expenses (other) incurred	2018-12-31	$11,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$562,064
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,030,468
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,468,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$2,058
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,970,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,397,967
Value of interest in pooled separate accounts at end of year	2018-12-31	$17,663
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$13,634
Interest on participant loans	2018-12-31	$729
Interest earned on other investments	2018-12-31	$3,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$7,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$6,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-327,270
Net investment gain/loss from pooled separate accounts	2018-12-31	$226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$142,629
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2018-12-31	550486667
2017 : CLARION HOSPITAL 403(B) PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$7
Total income from all sources (including contributions)	2017-12-31	$1,075,682
Total of all expenses incurred	2017-12-31	$82,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$68,451
Expenses. Certain deemed distributions of participant loans	2017-12-31	$4,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$667,757
Value of total assets at end of year	2017-12-31	$3,468,404
Value of total assets at beginning of year	2017-12-31	$2,474,814
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,031
Total interest from all sources	2017-12-31	$515
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$85,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$85,031
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$637,665
Participant contributions at end of year	2017-12-31	$50,061
Participant contributions at beginning of year	2017-12-31	$14,452
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$30,092
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$240
Administrative expenses (other) incurred	2017-12-31	$8,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$993,583
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,468,404
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,474,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$435
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,397,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,446,110
Value of interest in pooled separate accounts at end of year	2017-12-31	$13,634
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$9,822
Interest on participant loans	2017-12-31	$515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$6,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$322,242
Net investment gain/loss from pooled separate accounts	2017-12-31	$137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$68,451
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2017-12-31	550486667
2016 : CLARION HOSPITAL 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$768,537
Total of all expenses incurred	2016-12-31	$174,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$169,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$626,873
Value of total assets at end of year	2016-12-31	$2,474,814
Value of total assets at beginning of year	2016-12-31	$1,880,470
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,759
Total interest from all sources	2016-12-31	$344
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$45,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$45,534
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$612,161
Participant contributions at end of year	2016-12-31	$14,452
Participant contributions at beginning of year	2016-12-31	$3,173
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$5
Administrative expenses (other) incurred	2016-12-31	$4,759
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$594,344
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,474,814
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,880,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,446,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,820,911
Value of interest in pooled separate accounts at end of year	2016-12-31	$9,822
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$7,668
Interest on participant loans	2016-12-31	$344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$95,684
Net investment gain/loss from pooled separate accounts	2016-12-31	$102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$14,712
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$46,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$169,434
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2016-12-31	550486667
2015 : CLARION HOSPITAL 403(B) PLAN 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$44,212
Total income from all sources (including contributions)	2015-12-31	$536,157
Total of all expenses incurred	2015-12-31	$190,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$186,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$559,248
Value of total assets at end of year	2015-12-31	$1,880,470
Value of total assets at beginning of year	2015-12-31	$1,490,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,948
Total interest from all sources	2015-12-31	$6
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$39,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$39,000
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$478,822
Participant contributions at end of year	2015-12-31	$3,173
Participant contributions at beginning of year	2015-12-31	$1,042
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$33,973
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$5
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$13
Administrative expenses (other) incurred	2015-12-31	$3,948
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$345,698
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,880,470
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,490,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,820,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,482,917
Value of interest in pooled separate accounts at end of year	2015-12-31	$7,668
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,878
Interest on participant loans	2015-12-31	$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-62,177
Net investment gain/loss from pooled separate accounts	2015-12-31	$80
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$46,453
Employer contributions (assets) at end of year	2015-12-31	$46,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$186,511
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2015-12-31	550486667
2014 : CLARION HOSPITAL 403(B) PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$365,651
Total income from all sources (including contributions)	2014-12-31	$516,450
Total of all expenses incurred	2014-12-31	$26,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$23,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$456,292
Value of total assets at end of year	2014-12-31	$1,490,560
Value of total assets at beginning of year	2014-12-31	$634,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,089
Total interest from all sources	2014-12-31	$16
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$23,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$23,715
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$456,292
Participant contributions at end of year	2014-12-31	$1,042
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$13
Administrative expenses (other) incurred	2014-12-31	$3,089
Total non interest bearing cash at end of year	2014-12-31	$710
Total non interest bearing cash at beginning of year	2014-12-31	$182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$490,212
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,490,560
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$634,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,482,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$633,700
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,878
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$815
Interest on participant loans	2014-12-31	$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$36,401
Net investment gain/loss from pooled separate accounts	2014-12-31	$26
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$23,149
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2014-12-31	550486667
2013 : CLARION HOSPITAL 403(B) PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$413,060
Total income from all sources (including contributions)	2013-12-31	$222,116
Total of all expenses incurred	2013-12-31	$479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$184,419
Value of total assets at end of year	2013-12-31	$634,697
Value of total assets at beginning of year	2013-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$479
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$5,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$5,014
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$179,829
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$4,590
Administrative expenses (other) incurred	2013-12-31	$479
Total non interest bearing cash at end of year	2013-12-31	$182
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$221,637
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$634,697
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$633,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$0
Value of interest in pooled separate accounts at end of year	2013-12-31	$815
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$32,680
Net investment gain/loss from pooled separate accounts	2013-12-31	$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No

Form 5500 Responses for CLARION HOSPITAL 403(B) PLAN

2022: CLARION HOSPITAL 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CLARION HOSPITAL 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CLARION HOSPITAL 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CLARION HOSPITAL 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CLARION HOSPITAL 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CLARION HOSPITAL 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CLARION HOSPITAL 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CLARION HOSPITAL 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CLARION HOSPITAL 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CLARION HOSPITAL 403(B) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	First time form 5500 has been submitted	Yes
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA069506

Policy instance

Insurance contract or identification number	TA069506
Number of Individuals Covered	330
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 number

TA069506

Policy instance

Insurance contract or identification number	TA069506
Number of Individuals Covered	330
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 number

TA069506

Policy instance

Insurance contract or identification number	TA069506
Number of Individuals Covered	317
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 number

TA069506

Policy instance

Insurance contract or identification number	TA069506
Number of Individuals Covered	317
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 number

TA069506

Policy instance

Insurance contract or identification number	TA069506
Number of Individuals Covered	307
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 number

TA069506

Policy instance

Insurance contract or identification number	TA069506
Number of Individuals Covered	307
Insurance policy start date	2020-12-10
Insurance policy end date	2020-12-31
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 number

TA069506

Policy instance

Insurance contract or identification number	TA069506
Number of Individuals Covered	311
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 number

TA069506

Policy instance

Insurance contract or identification number	TA069506
Number of Individuals Covered	251
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 number

TA069506

Policy instance

Insurance contract or identification number	TA069506
Number of Individuals Covered	237
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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See full terms and conditions

Company Name:	CLARION HOSPITAL
Employer identification number (EIN):	251010039
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	68648