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THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 401k Plan overview

Plan NameTHE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS
Plan identification number 003

THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS Benefits

401k Plan TypeDefined 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PREMIER HEALTH PARTNERS has sponsored the creation of one or more 401k plans.

Company Name:PREMIER HEALTH PARTNERS
Employer identification number (EIN):311446699
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01STACEY M LAWSON
0032023-01-01STACEY M LAWSON2024-10-08
0032022-01-01
0032022-01-01STACEY LAWSON
0032021-01-01
0032021-01-01STACEY LAWSON
0032020-01-01
0032019-01-01
0032017-01-01BARBARA JOHNSON
0032016-01-01BARBARA JOHNSON
0032015-01-01BARBARA JOHNSON
0032014-01-01BARBARA JOHNSON
0032013-01-01BARBARA JOHNSON

Plan Statistics for THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS

401k plan membership statisitcs for THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS

Measure Date Value
2023: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2023 401k membership
Total participants, beginning-of-year2023-01-0112,948
Total number of active participants reported on line 7a of the Form 55002023-01-0112,736
Number of retired or separated participants receiving benefits2023-01-0113
Number of other retired or separated participants entitled to future benefits2023-01-01972
Total of all active and inactive participants2023-01-0113,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0118
Total participants2023-01-0113,739
Number of participants with account balances2023-01-0110,432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01575
2022: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2022 401k membership
Total participants, beginning-of-year2022-01-0113,023
Total number of active participants reported on line 7a of the Form 55002022-01-0111,923
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-01996
Total of all active and inactive participants2022-01-0112,931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0117
Total participants2022-01-0112,948
Number of participants with account balances2022-01-0110,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01594
2021: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2021 401k membership
Total participants, beginning-of-year2021-01-0113,218
Total number of active participants reported on line 7a of the Form 55002021-01-0111,973
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-011,019
Total of all active and inactive participants2021-01-0113,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0119
Total participants2021-01-0113,023
Number of participants with account balances2021-01-0110,397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01729
2020: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2020 401k membership
Total participants, beginning-of-year2020-01-0111,312
Total number of active participants reported on line 7a of the Form 55002020-01-0112,580
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01623
Total of all active and inactive participants2020-01-0113,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-0113,218
Number of participants with account balances2020-01-018,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01491
2019: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2019 401k membership
Total participants, beginning-of-year2019-01-0111,020
Total number of active participants reported on line 7a of the Form 55002019-01-0110,733
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01561
Total of all active and inactive participants2019-01-0111,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-0111,312
Number of participants with account balances2019-01-018,668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01399
2017: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2017 401k membership
Total participants, beginning-of-year2017-01-017,012
Total number of active participants reported on line 7a of the Form 55002017-01-016,175
Number of retired or separated participants receiving benefits2017-01-0123
Number of other retired or separated participants entitled to future benefits2017-01-011,053
Total of all active and inactive participants2017-01-017,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017,251
Number of participants with account balances2017-01-014,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01515
2016: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2016 401k membership
Total participants, beginning-of-year2016-01-017,008
Total number of active participants reported on line 7a of the Form 55002016-01-016,151
Number of retired or separated participants receiving benefits2016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-01819
Total of all active and inactive participants2016-01-016,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016,984
Number of participants with account balances2016-01-014,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01411
2015: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2015 401k membership
Total participants, beginning-of-year2015-01-016,800
Total number of active participants reported on line 7a of the Form 55002015-01-015,837
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-011,163
Total of all active and inactive participants2015-01-017,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017,008
Number of participants with account balances2015-01-013,991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01258
2014: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2014 401k membership
Total participants, beginning-of-year2014-01-016,886
Total number of active participants reported on line 7a of the Form 55002014-01-015,767
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-011,015
Total of all active and inactive participants2014-01-016,800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016,800
Number of participants with account balances2014-01-013,823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01347
2013: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2013 401k membership
Total participants, beginning-of-year2013-01-017,169
Total number of active participants reported on line 7a of the Form 55002013-01-015,836
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-01864
Total of all active and inactive participants2013-01-016,709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016,709
Number of participants with account balances2013-01-013,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01394

Financial Data on THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS

Measure Date Value
2023 : THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$38,583
Total unrealized appreciation/depreciation of assets2023-12-31$38,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$45,586,458
Total loss/gain on sale of assets2023-12-31$16,314
Total of all expenses incurred2023-12-31$19,578,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$19,018,371
Expenses. Certain deemed distributions of participant loans2023-12-31$71,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$8,202,602
Value of total assets at end of year2023-12-31$227,674,027
Value of total assets at beginning of year2023-12-31$201,665,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$488,763
Total interest from all sources2023-12-31$413,218
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$607,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$604,368
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Participant contributions at end of year2023-12-31$990,760
Participant contributions at beginning of year2023-12-31$1,076,933
Assets. Other investments not covered elsewhere at end of year2023-12-31$2,301,634
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$1,809,807
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$382,584
Administrative expenses (other) incurred2023-12-31$29,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$26,008,073
Value of net assets at end of year (total assets less liabilities)2023-12-31$227,674,027
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$201,665,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$45,132,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$37,032,517
Interest on participant loans2023-12-31$56,663
Interest earned on other investments2023-12-31$314,490
Value of interest in common/collective trusts at end of year2023-12-31$166,449,832
Value of interest in common/collective trusts at beginning of year2023-12-31$145,840,863
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$42,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$12,387,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$15,526,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$10,434,331
Net investment gain or loss from common/collective trusts2023-12-31$25,873,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$7,820,018
Employer contributions (assets) at end of year2023-12-31$411,949
Employer contributions (assets) at beginning of year2023-12-31$379,827
Income. Dividends from preferred stock2023-12-31$1,322
Income. Dividends from common stock2023-12-31$2,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$19,018,371
Contract administrator fees2023-12-31$300
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$207,665
Aggregate carrying amount (costs) on sale of assets2023-12-31$191,351
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2023-12-31310800053
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$38,583
Total unrealized appreciation/depreciation of assets2023-01-01$38,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$45,586,458
Total loss/gain on sale of assets2023-01-01$16,314
Total of all expenses incurred2023-01-01$19,578,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$19,018,371
Expenses. Certain deemed distributions of participant loans2023-01-01$71,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$8,202,602
Value of total assets at end of year2023-01-01$227,674,027
Value of total assets at beginning of year2023-01-01$201,665,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$488,763
Total interest from all sources2023-01-01$413,218
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$607,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$604,368
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Participant contributions at end of year2023-01-01$990,760
Participant contributions at beginning of year2023-01-01$1,076,933
Assets. Other investments not covered elsewhere at end of year2023-01-01$2,301,634
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$1,809,807
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$382,584
Administrative expenses (other) incurred2023-01-01$29,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$26,008,073
Value of net assets at end of year (total assets less liabilities)2023-01-01$227,674,027
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$201,665,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$45,132,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$37,032,517
Interest on participant loans2023-01-01$56,663
Interest earned on other investments2023-01-01$314,490
Value of interest in common/collective trusts at end of year2023-01-01$166,449,832
Value of interest in common/collective trusts at beginning of year2023-01-01$145,840,863
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$42,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$12,387,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$15,526,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$10,434,331
Net investment gain or loss from common/collective trusts2023-01-01$25,873,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$7,820,018
Employer contributions (assets) at end of year2023-01-01$411,949
Employer contributions (assets) at beginning of year2023-01-01$379,827
Income. Dividends from preferred stock2023-01-01$1,322
Income. Dividends from common stock2023-01-01$2,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$19,018,371
Contract administrator fees2023-01-01$300
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$207,665
Aggregate carrying amount (costs) on sale of assets2023-01-01$191,351
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2023-01-01310800053
2022 : THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-113,729
Total unrealized appreciation/depreciation of assets2022-12-31$-113,729
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$0
Total income from all sources (including contributions)2022-12-31$-37,303,365
Total loss/gain on sale of assets2022-12-31$-29,341
Total of all expenses incurred2022-12-31$15,891,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,334,556
Expenses. Certain deemed distributions of participant loans2022-12-31$58,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,675,951
Value of total assets at end of year2022-12-31$201,665,954
Value of total assets at beginning of year2022-12-31$254,861,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$498,776
Total interest from all sources2022-12-31$348,590
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$692,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$688,491
Administrative expenses professional fees incurred2022-12-31$13,164
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,598
Participant contributions at end of year2022-12-31$1,076,933
Participant contributions at beginning of year2022-12-31$1,159,909
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,809,807
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,328,341
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$128,481
Administrative expenses (other) incurred2022-12-31$456,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-53,195,209
Value of net assets at end of year (total assets less liabilities)2022-12-31$201,665,954
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$254,861,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$28,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$37,032,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$51,316,689
Interest on participant loans2022-12-31$54,746
Interest earned on other investments2022-12-31$278,815
Value of interest in common/collective trusts at end of year2022-12-31$145,840,863
Value of interest in common/collective trusts at beginning of year2022-12-31$186,202,819
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$15,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$15,526,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,503,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,475,418
Net investment gain or loss from common/collective trusts2022-12-31$-31,401,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,543,872
Employer contributions (assets) at end of year2022-12-31$379,827
Employer contributions (assets) at beginning of year2022-12-31$349,563
Income. Dividends from preferred stock2022-12-31$1,763
Income. Dividends from common stock2022-12-31$1,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,334,556
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$112,324
Aggregate carrying amount (costs) on sale of assets2022-12-31$141,665
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2022-12-31310800053
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$-113,729
Total unrealized appreciation/depreciation of assets2022-01-01$-113,729
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-37,303,365
Total loss/gain on sale of assets2022-01-01$-29,341
Total of all expenses incurred2022-01-01$15,891,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$15,334,556
Expenses. Certain deemed distributions of participant loans2022-01-01$58,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$7,675,951
Value of total assets at end of year2022-01-01$201,665,954
Value of total assets at beginning of year2022-01-01$254,861,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$498,776
Total interest from all sources2022-01-01$348,590
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$692,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$688,491
Administrative expenses professional fees incurred2022-01-01$13,164
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$3,598
Participant contributions at end of year2022-01-01$1,076,933
Participant contributions at beginning of year2022-01-01$1,159,909
Assets. Other investments not covered elsewhere at end of year2022-01-01$1,809,807
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$2,328,341
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$128,481
Administrative expenses (other) incurred2022-01-01$456,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-53,195,209
Value of net assets at end of year (total assets less liabilities)2022-01-01$201,665,954
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$254,861,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$28,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$37,032,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$51,316,689
Interest on participant loans2022-01-01$54,746
Interest earned on other investments2022-01-01$278,815
Value of interest in common/collective trusts at end of year2022-01-01$145,840,863
Value of interest in common/collective trusts at beginning of year2022-01-01$186,202,819
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$15,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$15,526,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$13,503,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-14,475,418
Net investment gain or loss from common/collective trusts2022-01-01$-31,401,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$7,543,872
Employer contributions (assets) at end of year2022-01-01$379,827
Employer contributions (assets) at beginning of year2022-01-01$349,563
Income. Dividends from preferred stock2022-01-01$1,763
Income. Dividends from common stock2022-01-01$1,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$15,334,556
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01Yes
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$112,324
Aggregate carrying amount (costs) on sale of assets2022-01-01$141,665
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2022-01-01310800053
2021 : THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-127,350
Total unrealized appreciation/depreciation of assets2021-12-31$-127,350
Total transfer of assets to this plan2021-12-31$154,974,776
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$32,096,747
Total loss/gain on sale of assets2021-12-31$10,641
Total of all expenses incurred2021-12-31$19,306,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,524,310
Expenses. Certain deemed distributions of participant loans2021-12-31$253,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,520,784
Value of total assets at end of year2021-12-31$254,861,163
Value of total assets at beginning of year2021-12-31$87,095,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$528,887
Total interest from all sources2021-12-31$262,456
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,834,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,830,522
Administrative expenses professional fees incurred2021-12-31$19,496
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$1,159,909
Participant contributions at beginning of year2021-12-31$353,435
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,328,341
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$785,797
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$110,822
Administrative expenses (other) incurred2021-12-31$473,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,790,400
Value of net assets at end of year (total assets less liabilities)2021-12-31$254,861,163
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$87,095,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$35,416
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$51,316,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$81,310,634
Interest on participant loans2021-12-31$48,315
Interest earned on other investments2021-12-31$214,095
Value of interest in common/collective trusts at end of year2021-12-31$186,202,819
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$46
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,503,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,633,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$767,032
Net investment gain or loss from common/collective trusts2021-12-31$18,828,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,409,962
Employer contributions (assets) at end of year2021-12-31$349,563
Employer contributions (assets) at beginning of year2021-12-31$13,121
Income. Dividends from preferred stock2021-12-31$1,764
Income. Dividends from common stock2021-12-31$2,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,524,310
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$205,452
Aggregate carrying amount (costs) on sale of assets2021-12-31$194,811
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2021-12-31310800053
2020 : THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$44,299
Total unrealized appreciation/depreciation of assets2020-12-31$44,299
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$17,149,099
Total loss/gain on sale of assets2020-12-31$557
Total of all expenses incurred2020-12-31$6,966,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,513,908
Expenses. Certain deemed distributions of participant loans2020-12-31$697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,125,957
Value of total assets at end of year2020-12-31$87,095,987
Value of total assets at beginning of year2020-12-31$76,913,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$451,984
Total interest from all sources2020-12-31$127,125
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$237,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$234,860
Administrative expenses professional fees incurred2020-12-31$14,324
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$353,435
Participant contributions at beginning of year2020-12-31$370,890
Assets. Other investments not covered elsewhere at end of year2020-12-31$785,797
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$397,006
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,821
Other income not declared elsewhere2020-12-31$-7,153,045
Administrative expenses (other) incurred2020-12-31$402,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,182,510
Value of net assets at end of year (total assets less liabilities)2020-12-31$87,095,987
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$76,913,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$35,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$81,310,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$71,291,237
Interest on participant loans2020-12-31$20,102
Interest earned on other investments2020-12-31$106,061
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$2,806,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,633,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,048,041
Net investment gain or loss from common/collective trusts2020-12-31$18,766,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,123,136
Employer contributions (assets) at end of year2020-12-31$13,121
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$1,763
Income. Dividends from common stock2020-12-31$790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,513,908
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$7,106
Aggregate carrying amount (costs) on sale of assets2020-12-31$6,549
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2020-12-31310800053
2019 : THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-4,107
Total unrealized appreciation/depreciation of assets2019-12-31$-4,107
Total transfer of assets to this plan2019-12-31$22,517,571
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$74,391
Total income from all sources (including contributions)2019-12-31$16,986,853
Total loss/gain on sale of assets2019-12-31$-2
Total of all expenses incurred2019-12-31$6,672,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,203,308
Expenses. Certain deemed distributions of participant loans2019-12-31$-611
Value of total corrective distributions2019-12-31$70,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,251,720
Value of total assets at end of year2019-12-31$76,913,477
Value of total assets at beginning of year2019-12-31$44,155,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$399,106
Total interest from all sources2019-12-31$72,904
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,807,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,806,212
Administrative expenses professional fees incurred2019-12-31$34,690
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$370,890
Participant contributions at beginning of year2019-12-31$253,346
Assets. Other investments not covered elsewhere at end of year2019-12-31$397,006
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$173,237
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$69,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$74,391
Administrative expenses (other) incurred2019-12-31$339,625
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$43,557,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,314,435
Value of net assets at end of year (total assets less liabilities)2019-12-31$76,913,477
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$44,081,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$24,791
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$71,291,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$13,545
Interest earned on other investments2019-12-31$55,598
Value of interest in common/collective trusts at end of year2019-12-31$2,806,303
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,048,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,819,913
Net investment gain or loss from common/collective trusts2019-12-31$38,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,182,062
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$171,466
Income. Dividends from preferred stock2019-12-31$1,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,203,308
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$15
Aggregate carrying amount (costs) on sale of assets2019-12-31$17
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2019-12-31310800053
2018 : THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$74,391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,190,972
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,973,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,698,255
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,212,896
Value of total assets at end of year2018-12-31$44,155,862
Value of total assets at beginning of year2018-12-31$45,864,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$275,381
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$73,396
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,789,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,789,219
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$253,346
Participant contributions at beginning of year2018-12-31$306,833
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$173,237
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$193,375
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,134
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$74,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$144,152
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$43,557,813
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,782,664
Value of net assets at end of year (total assets less liabilities)2018-12-31$44,081,471
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,864,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$43,232,543
Interest on participant loans2018-12-31$25,488
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$47,908
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,056,892
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,028,691
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$5,206,762
Employer contributions (assets) at end of year2018-12-31$171,466
Employer contributions (assets) at beginning of year2018-12-31$74,492
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,698,255
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$275,381
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2018-12-31310800053
2017 : THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$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$19,986
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,578,401
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,656,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,573,546
Expenses. Certain deemed distributions of participant loans2017-12-31$28,695
Value of total corrective distributions2017-12-31$319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,195,056
Value of total assets at end of year2017-12-31$45,864,135
Value of total assets at beginning of year2017-12-31$39,962,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,383
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$70,474
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,985,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,985,892
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$306,833
Participant contributions at beginning of year2017-12-31$318,997
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$193,375
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$19,416
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$19,986
Other income not declared elsewhere2017-12-31$170,296
Administrative expenses (other) incurred2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$5,921,458
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,864,135
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,942,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$43,232,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,353,377
Interest on participant loans2017-12-31$17,241
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$53,233
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,056,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,221,613
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,156,683
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$2,175,640
Employer contributions (assets) at end of year2017-12-31$74,492
Employer contributions (assets) at beginning of year2017-12-31$68,676
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,573,546
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$54,383
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK, SCHAEFER, HACKET & CO
Accountancy firm EIN2017-12-31310800053
2016 : THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19,986
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$25,451
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,985,870
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,037,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,866,909
Expenses. Certain deemed distributions of participant loans2016-12-31$19,986
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,944,702
Value of total assets at end of year2016-12-31$39,962,663
Value of total assets at beginning of year2016-12-31$38,019,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$150,444
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$95,529
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,364,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,364,577
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$318,997
Participant contributions at beginning of year2016-12-31$412,093
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$19,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$25,451
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$1,948,531
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,942,677
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,994,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$37,353,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$35,264,481
Interest on participant loans2016-12-31$37,209
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$58,320
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,221,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,280,004
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,581,062
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,944,702
Employer contributions (assets) at end of year2016-12-31$68,676
Employer contributions (assets) at beginning of year2016-12-31$63,019
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,866,909
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$150,444
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2016-12-31310800053
2015 : THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$25,451
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,869,799
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,366,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,260,774
Expenses. Certain deemed distributions of participant loans2015-12-31$2,980
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,851,579
Value of total assets at end of year2015-12-31$38,019,597
Value of total assets at beginning of year2015-12-31$38,490,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$102,463
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$21,127
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,288,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,288,553
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$412,093
Participant contributions at beginning of year2015-12-31$795,935
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,166,288
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$94,943
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$25,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-496,418
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,994,146
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$38,490,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$35,264,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,175,794
Interest on participant loans2015-12-31$21,127
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,280,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,352,547
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,291,460
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,756,636
Employer contributions (assets) at end of year2015-12-31$63,019
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,260,774
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$102,463
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2015-12-31310800053
2014 : THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,987,582
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,545,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,314,390
Expenses. Certain deemed distributions of participant loans2014-12-31$68,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,722,625
Value of total assets at end of year2014-12-31$38,490,564
Value of total assets at beginning of year2014-12-31$37,048,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$162,191
Total interest from all sources2014-12-31$83,597
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,781,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,781,445
Administrative expenses professional fees incurred2014-12-31$162,191
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$795,935
Participant contributions at beginning of year2014-12-31$805,888
Assets. Other investments not covered elsewhere at end of year2014-12-31$16,166,288
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$15,697,691
Other income not declared elsewhere2014-12-31$134,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,442,110
Value of net assets at end of year (total assets less liabilities)2014-12-31$38,490,564
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$37,048,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,175,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,335,932
Interest on participant loans2014-12-31$21,487
Interest earned on other investments2014-12-31$62,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,352,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,208,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$265,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,722,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,314,390
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2014-12-31381357951
2013 : THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$17,165,107
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,968,209
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,056,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,915,308
Expenses. Certain deemed distributions of participant loans2013-12-31$46,250
Value of total corrective distributions2013-12-31$15,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,379,877
Value of total assets at end of year2013-12-31$37,048,454
Value of total assets at beginning of year2013-12-31$14,971,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$78,755
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$74,456
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,421,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,421,921
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$805,888
Participant contributions at beginning of year2013-12-31$318,715
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$15,697,691
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$7,532,760
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,021
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$102,689
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$4,912,116
Value of net assets at end of year (total assets less liabilities)2013-12-31$37,048,454
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,971,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,335,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,714,369
Interest on participant loans2013-12-31$27,900
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$46,556
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,208,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$405,387
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,989,266
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,367,856
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,915,308
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$78,755
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2013-12-31381357951

Form 5500 Responses for THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS

2023: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number895623-007
Policy instance 1
Insurance contract or identification number895623-007
Number of Individuals Covered564
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number895623-007
Policy instance 1
Insurance contract or identification number895623-007
Number of Individuals Covered630
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number895623-007
Policy instance 1
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number895623-007
Policy instance 1
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number895623-007
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013634-03
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013634-03
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013634-03
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013634-03
Policy instance 1

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