401k Plan data: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN plan

BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 401k Plan overview

Plan Name	BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN
Plan identification number	002

BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BARRETT HOSPITAL & HEALTHCARE has sponsored the creation of one or more 401k plans.

Company Name: BARRETT HOSPITAL & HEALTHCARE

Employer identification number (EIN): 264230898

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARRETT HOSPITAL DEVELOPMENT CORPORATION 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 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 RICHARD J. ACHTER
002 2016-07-01 RICHARD J. ACHTER

Plan Statistics for BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN

401k plan membership statisitcs for BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN

Measure Date Value
2022: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 274
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 226
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 39
Total of all active and inactive participants 2022-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 265
Number of participants with account balances 2022-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 249
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 28
Total of all active and inactive participants 2021-01-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 277
Number of participants with account balances 2021-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 254
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 19
Total of all active and inactive participants 2020-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 273
Number of participants with account balances 2020-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 257
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 26
Total of all active and inactive participants 2019-01-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 283
Number of participants with account balances 2019-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 294
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 270
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 290
Number of participants with account balances 2018-01-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 283
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 294
Number of participants with account balances 2017-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 285
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 280
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 5
Total of all active and inactive participants 2016-07-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 285
Number of participants with account balances 2016-07-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0

Measure	Date	Value
2022: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	274
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	226
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	39
Total of all active and inactive participants	2022-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	265
Number of participants with account balances	2022-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	249
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	28
Total of all active and inactive participants	2021-01-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	277
Number of participants with account balances	2021-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	254
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	19
Total of all active and inactive participants	2020-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	273
Number of participants with account balances	2020-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	257
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	26
Total of all active and inactive participants	2019-01-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	283
Number of participants with account balances	2019-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	294
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	270
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	290
Number of participants with account balances	2018-01-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	283
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	294
Number of participants with account balances	2017-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	285
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	280
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	5
Total of all active and inactive participants	2016-07-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	285
Number of participants with account balances	2016-07-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0

Financial Data on BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN

Measure	Date	Value
2022 : BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,102,980
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,854,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,795,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,692,073
Value of total assets at end of year	2022-12-31	$16,634,382
Value of total assets at beginning of year	2022-12-31	$19,591,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$59,195
Total interest from all sources	2022-12-31	$9,711
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$785,207
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	$785,207
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	$937,983
Participant contributions at end of year	2022-12-31	$162,977
Participant contributions at beginning of year	2022-12-31	$174,532
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$79,789
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	$-2,957,329
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,634,382
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$19,591,711
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	$39,301
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,265,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$19,378,447
Interest on participant loans	2022-12-31	$9,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$205,471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$38,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$38,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,589,971
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	Yes
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	$674,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,795,154
Contract administrator fees	2022-12-31	$19,894
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	EIDEBAILLY LLP
Accountancy firm EIN	2022-12-31	450250958
2021 : BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,782,446
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,507,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,432,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,766,401
Value of total assets at end of year	2021-12-31	$19,591,711
Value of total assets at beginning of year	2021-12-31	$18,316,446
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$74,270
Total interest from all sources	2021-12-31	$12,044
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,265,500
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	$1,265,500
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	$1,081,536
Participant contributions at end of year	2021-12-31	$174,532
Participant contributions at beginning of year	2021-12-31	$195,932
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,578
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	$1,275,265
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$19,591,711
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,316,446
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	$49,801
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$19,378,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,120,514
Interest on participant loans	2021-12-31	$12,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$38,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,738,501
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	$682,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,432,911
Contract administrator fees	2021-12-31	$24,469
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	EIDEBAILLY LLP
Accountancy firm EIN	2021-12-31	450250958
2020 : BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,041,723
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$933,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$873,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,677,614
Value of total assets at end of year	2020-12-31	$18,316,446
Value of total assets at beginning of year	2020-12-31	$15,208,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$60,779
Total interest from all sources	2020-12-31	$11,840
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$726,277
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$726,277
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	$971,302
Participant contributions at end of year	2020-12-31	$195,932
Participant contributions at beginning of year	2020-12-31	$223,650
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$14,945
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	$3,107,917
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,316,446
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,208,529
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	$39,311
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,120,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$14,981,548
Interest on participant loans	2020-12-31	$11,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$3,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$3,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,625,992
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	$691,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$873,027
Contract administrator fees	2020-12-31	$21,468
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	EIDEBAILLY LLP
Accountancy firm EIN	2020-12-31	450250958
2019 : BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,350,136
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$715,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$638,358
Expenses. Certain deemed distributions of participant loans	2019-12-31	$32,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,790,553
Value of total assets at end of year	2019-12-31	$15,208,529
Value of total assets at beginning of year	2019-12-31	$11,574,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$45,463
Total interest from all sources	2019-12-31	$19,322
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$710,456
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$710,456
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
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
Contributions received from participants	2019-12-31	$991,083
Participant contributions at end of year	2019-12-31	$223,650
Participant contributions at beginning of year	2019-12-31	$249,197
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$12,846
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	$3,634,271
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,208,529
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,574,258
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$41,838
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,981,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,325,061
Interest on participant loans	2019-12-31	$12,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$6,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,829,805
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
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	$786,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$638,358
Contract administrator fees	2019-12-31	$3,625
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EIDEBAILLY LLP
Accountancy firm EIN	2019-12-31	450250958
2018 : BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$744,108
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$380,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$349,051
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,328,098
Value of total assets at end of year	2018-12-31	$11,574,258
Value of total assets at beginning of year	2018-12-31	$11,210,925
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$31,724
Total interest from all sources	2018-12-31	$18,463
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$711,045
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	$711,045
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	$945,924
Participant contributions at end of year	2018-12-31	$249,197
Participant contributions at beginning of year	2018-12-31	$307,482
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$14,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$363,333
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,574,258
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,210,925
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$11,325,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,903,443
Interest on participant loans	2018-12-31	$18,463
Interest earned on other investments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,313,498
Net investment gain or loss from common/collective trusts	2018-12-31	$0
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
Contributions received in cash from employer	2018-12-31	$367,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$349,051
Contract administrator fees	2018-12-31	$31,724
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	EIDEBAILLY LLP
Accountancy firm EIN	2018-12-31	450250958
2017 : BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,122,213
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$986,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$979,567
Value of total corrective distributions	2017-12-31	$331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,557,500
Value of total assets at end of year	2017-12-31	$11,210,925
Value of total assets at beginning of year	2017-12-31	$9,075,304
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,694
Total interest from all sources	2017-12-31	$15,165
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$526,105
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	$526,105
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	$917,969
Participant contributions at end of year	2017-12-31	$307,482
Participant contributions at beginning of year	2017-12-31	$390,853
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$24,005
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	$2,135,621
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,210,925
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,075,304
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,903,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,684,451
Interest on participant loans	2017-12-31	$15,165
Interest earned on other investments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,023,443
Net investment gain or loss from common/collective trusts	2017-12-31	$0
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
Contributions received in cash from employer	2017-12-31	$615,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$979,567
Contract administrator fees	2017-12-31	$6,694
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	EIDEBAILLY LLP
Accountancy firm EIN	2017-12-31	450250958
2016 : BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$9,075,604
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$9,020,657
Value of total assets at end of year	2016-12-31	$9,075,304
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$300
Total interest from all sources	2016-12-31	$7,783
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$194,871
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	$194,871
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	$529,148
Participant contributions at end of year	2016-12-31	$390,853
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$8,197,523
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	$9,075,304
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,075,304
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
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	$8,684,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$7,783
Interest earned on other investments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$-147,707
Net investment gain or loss from common/collective trusts	2016-12-31	$0
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	$293,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$0
Contract administrator fees	2016-12-31	$300
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

Form 5500 Responses for BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN

2022: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	First time form 5500 has been submitted	Yes
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BARRETT HOSPITAL & HEALTHCARE
Employer identification number (EIN):	264230898
NAIC Classification:	622000
NAIC Description:	Hospitals