Logo

BAPTIST HEALTH SYSTEM RETIREMENT PLAN 401k Plan overview

Plan NameBAPTIST HEALTH SYSTEM RETIREMENT PLAN
Plan identification number 002

BAPTIST HEALTH SYSTEM RETIREMENT PLAN 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.

401k Sponsoring company profile

BAPTIST HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:BAPTIST HEALTH SYSTEM
Employer identification number (EIN):311566685
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAPTIST HEALTH SYSTEM RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01MARK DRISLANE
0022016-01-01MARK DRISLANE
0022015-01-01MARK DRISLANE
0022015-01-01
0022014-01-01PAUL RICE
0022013-01-01PAUL RICE
0022012-01-01PAUL RICE
0022011-01-01PAUL RICE
0022010-01-01PAUL RICE
0022009-01-01PAUL RICE PAUL RICE2010-09-27

Plan Statistics for BAPTIST HEALTH SYSTEM RETIREMENT PLAN

401k plan membership statisitcs for BAPTIST HEALTH SYSTEM RETIREMENT PLAN

Measure Date Value
2019: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01210
Total number of active participants reported on line 7a of the Form 55002019-01-01154
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01190
Number of participants with account balances2019-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01226
Total number of active participants reported on line 7a of the Form 55002018-01-01170
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01200
Number of participants with account balances2018-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01219
Total number of active participants reported on line 7a of the Form 55002017-01-01166
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01226
Number of participants with account balances2017-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01227
Total number of active participants reported on line 7a of the Form 55002016-01-01161
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01215
Number of participants with account balances2016-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01259
Total number of active participants reported on line 7a of the Form 55002015-01-01178
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01226
Number of participants with account balances2015-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01259
Total number of active participants reported on line 7a of the Form 55002014-01-01203
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01259
Number of participants with account balances2014-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01251
Total number of active participants reported on line 7a of the Form 55002013-01-01209
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01256
Number of participants with account balances2013-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01247
Total number of active participants reported on line 7a of the Form 55002012-01-01230
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01251
Number of participants with account balances2012-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01230
Total number of active participants reported on line 7a of the Form 55002011-01-01229
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01247
Number of participants with account balances2011-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01247
Total number of active participants reported on line 7a of the Form 55002010-01-01214
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01229
Number of participants with account balances2010-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01246
Total number of active participants reported on line 7a of the Form 55002009-01-01232
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01247
Number of participants with account balances2009-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on BAPTIST HEALTH SYSTEM RETIREMENT PLAN

Measure Date Value
2019 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,613,832
Total of all expenses incurred2019-12-31$504,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$469,535
Expenses. Certain deemed distributions of participant loans2019-12-31$1,722
Value of total corrective distributions2019-12-31$5,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$403,304
Value of total assets at end of year2019-12-31$7,266,516
Value of total assets at beginning of year2019-12-31$6,156,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,235
Total interest from all sources2019-12-31$28,210
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$88,941
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$88,941
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$261,458
Participant contributions at end of year2019-12-31$17,081
Participant contributions at beginning of year2019-12-31$24,617
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$8,714
Assets. Other investments not covered elsewhere at end of year2019-12-31$203,018
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$160,652
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$210
Other income not declared elsewhere2019-12-31$42,366
Administrative expenses (other) incurred2019-12-31$27,235
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$1,109,542
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,266,516
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,156,974
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,573,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,330,048
Value of interest in pooled separate accounts at end of year2019-12-31$46,171
Value of interest in pooled separate accounts at beginning of year2019-12-31$44,837
Interest on participant loans2019-12-31$584
Interest earned on other investments2019-12-31$27,626
Value of interest in common/collective trusts at end of year2019-12-31$631,595
Value of interest in common/collective trusts at beginning of year2019-12-31$705,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$795,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$877,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,034,332
Net investment gain/loss from pooled separate accounts2019-12-31$1,334
Net investment gain or loss from common/collective trusts2019-12-31$15,345
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$134,175
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$5,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$469,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan 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
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 name2019-12-31BONADIO & CO, LLP
Accountancy firm EIN2019-12-31161131146
2018 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$159,408
Total of all expenses incurred2018-12-31$990,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$963,652
Expenses. Certain deemed distributions of participant loans2018-12-31$4,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$406,059
Value of total assets at end of year2018-12-31$6,156,974
Value of total assets at beginning of year2018-12-31$6,988,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,844
Total interest from all sources2018-12-31$32,865
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$92,649
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$92,649
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$270,571
Participant contributions at end of year2018-12-31$24,617
Participant contributions at beginning of year2018-12-31$20,356
Participant contributions at end of year2018-12-31$8,714
Participant contributions at beginning of year2018-12-31$15,180
Assets. Other investments not covered elsewhere at end of year2018-12-31$160,652
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$164,328
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$210
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$322
Other income not declared elsewhere2018-12-31$-3,676
Administrative expenses (other) incurred2018-12-31$22,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-831,221
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,156,974
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,988,195
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,330,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,174,734
Value of interest in pooled separate accounts at end of year2018-12-31$44,837
Value of interest in pooled separate accounts at beginning of year2018-12-31$43,693
Interest on participant loans2018-12-31$427
Interest earned on other investments2018-12-31$32,438
Value of interest in common/collective trusts at end of year2018-12-31$705,516
Value of interest in common/collective trusts at beginning of year2018-12-31$426,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$877,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,134,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-380,427
Net investment gain/loss from pooled separate accounts2018-12-31$1,296
Net investment gain or loss from common/collective trusts2018-12-31$10,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$135,488
Employer contributions (assets) at end of year2018-12-31$5,238
Employer contributions (assets) at beginning of year2018-12-31$8,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$963,652
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BONADIO & CO. LLP
Accountancy firm EIN2018-12-31161131146
2017 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,302,917
Total of all expenses incurred2017-12-31$1,356,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,325,168
Expenses. Certain deemed distributions of participant loans2017-12-31$10,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$384,094
Value of total assets at end of year2017-12-31$6,988,195
Value of total assets at beginning of year2017-12-31$7,041,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,072
Total interest from all sources2017-12-31$45,095
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$81,294
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$81,294
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$250,308
Participant contributions at end of year2017-12-31$20,356
Participant contributions at beginning of year2017-12-31$23,933
Participant contributions at end of year2017-12-31$15,180
Participant contributions at beginning of year2017-12-31$12,331
Assets. Other investments not covered elsewhere at end of year2017-12-31$164,328
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$147,634
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$322
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$197
Other income not declared elsewhere2017-12-31$16,694
Administrative expenses (other) incurred2017-12-31$21,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-53,691
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,988,195
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,041,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,174,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,766,692
Value of interest in pooled separate accounts at end of year2017-12-31$43,693
Value of interest in pooled separate accounts at beginning of year2017-12-31$168,527
Interest on participant loans2017-12-31$740
Interest earned on other investments2017-12-31$44,355
Value of interest in common/collective trusts at end of year2017-12-31$426,910
Value of interest in common/collective trusts at beginning of year2017-12-31$446,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,134,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,468,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$766,377
Net investment gain/loss from pooled separate accounts2017-12-31$1,337
Net investment gain or loss from common/collective trusts2017-12-31$8,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$133,786
Employer contributions (assets) at end of year2017-12-31$8,377
Employer contributions (assets) at beginning of year2017-12-31$7,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,325,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BONADIO & CO. LLP
Accountancy firm EIN2017-12-31161131146
2016 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$931,808
Total of all expenses incurred2016-12-31$1,302,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,281,867
Expenses. Certain deemed distributions of participant loans2016-12-31$1,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$424,588
Value of total assets at end of year2016-12-31$7,041,886
Value of total assets at beginning of year2016-12-31$7,412,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,725
Total interest from all sources2016-12-31$51,503
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$67,457
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$67,457
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$221,269
Participant contributions at end of year2016-12-31$23,933
Participant contributions at beginning of year2016-12-31$70,779
Participant contributions at end of year2016-12-31$12,331
Participant contributions at beginning of year2016-12-31$16,997
Assets. Other investments not covered elsewhere at end of year2016-12-31$147,634
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$595,709
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$79,121
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$210
Other income not declared elsewhere2016-12-31$40,743
Administrative expenses (other) incurred2016-12-31$19,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-370,975
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,041,886
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,412,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,766,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,502,404
Value of interest in pooled separate accounts at end of year2016-12-31$168,527
Value of interest in pooled separate accounts at beginning of year2016-12-31$41,206
Interest on participant loans2016-12-31$687
Interest earned on other investments2016-12-31$50,816
Value of interest in common/collective trusts at end of year2016-12-31$446,921
Value of interest in common/collective trusts at beginning of year2016-12-31$630,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,468,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,543,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$336,019
Net investment gain/loss from pooled separate accounts2016-12-31$1,445
Net investment gain or loss from common/collective trusts2016-12-31$10,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$124,198
Employer contributions (assets) at end of year2016-12-31$7,448
Employer contributions (assets) at beginning of year2016-12-31$11,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,281,867
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$553,275
Total of all expenses incurred2015-12-31$1,201,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,175,016
Expenses. Certain deemed distributions of participant loans2015-12-31$5,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$396,268
Value of total assets at end of year2015-12-31$7,412,861
Value of total assets at beginning of year2015-12-31$8,061,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,466
Total interest from all sources2015-12-31$55,936
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$66,247
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$66,247
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$249,000
Participant contributions at end of year2015-12-31$70,779
Participant contributions at beginning of year2015-12-31$99,003
Participant contributions at end of year2015-12-31$16,997
Assets. Other investments not covered elsewhere at end of year2015-12-31$595,709
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$597,418
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$210
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$459
Other income not declared elsewhere2015-12-31$-6,682
Administrative expenses (other) incurred2015-12-31$21,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-648,444
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,412,861
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,061,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,502,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,110,732
Value of interest in pooled separate accounts at end of year2015-12-31$41,206
Value of interest in pooled separate accounts at beginning of year2015-12-31$40,016
Interest on participant loans2015-12-31$1,064
Interest earned on other investments2015-12-31$54,872
Value of interest in common/collective trusts at end of year2015-12-31$630,771
Value of interest in common/collective trusts at beginning of year2015-12-31$462,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,543,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,751,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$30,767
Net investment gain/loss from pooled separate accounts2015-12-31$1,190
Net investment gain or loss from common/collective trusts2015-12-31$9,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$147,268
Employer contributions (assets) at end of year2015-12-31$11,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,175,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161131146
2014 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$977,311
Total of all expenses incurred2014-12-31$859,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$830,498
Expenses. Certain deemed distributions of participant loans2014-12-31$10,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$479,997
Value of total assets at end of year2014-12-31$8,061,305
Value of total assets at beginning of year2014-12-31$7,943,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,753
Total interest from all sources2014-12-31$63,610
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$85,820
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$85,820
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$243,558
Participant contributions at end of year2014-12-31$99,003
Participant contributions at beginning of year2014-12-31$46,687
Assets. Other investments not covered elsewhere at end of year2014-12-31$597,418
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$559,104
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$103,849
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$623
Other income not declared elsewhere2014-12-31$17,555
Administrative expenses (other) incurred2014-12-31$17,753
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$118,301
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,061,305
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,943,004
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$5,110,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,840,914
Value of interest in pooled separate accounts at end of year2014-12-31$40,016
Value of interest in pooled separate accounts at beginning of year2014-12-31$497,716
Interest on participant loans2014-12-31$1,380
Interest earned on other investments2014-12-31$62,230
Value of interest in common/collective trusts at end of year2014-12-31$462,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,751,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,997,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$323,370
Net investment gain/loss from pooled separate accounts2014-12-31$1,155
Net investment gain or loss from common/collective trusts2014-12-31$5,804
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$132,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$830,498
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BONADIO & CO., LLP
Accountancy firm EIN2014-12-31161131146
2013 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,661,786
Total of all expenses incurred2013-12-31$619,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$586,752
Expenses. Certain deemed distributions of participant loans2013-12-31$25,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$459,045
Value of total assets at end of year2013-12-31$7,943,004
Value of total assets at beginning of year2013-12-31$6,900,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,277
Total interest from all sources2013-12-31$71,719
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$56,292
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$56,292
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$300,306
Participant contributions at end of year2013-12-31$46,687
Participant contributions at beginning of year2013-12-31$75,170
Assets. Other investments not covered elsewhere at end of year2013-12-31$559,104
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$266,004
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$603
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$623
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$901
Other income not declared elsewhere2013-12-31$90,200
Administrative expenses (other) incurred2013-12-31$7,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,042,152
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,943,004
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,900,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,840,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,864,008
Value of interest in pooled separate accounts at end of year2013-12-31$497,716
Value of interest in pooled separate accounts at beginning of year2013-12-31$624,821
Interest on participant loans2013-12-31$2,535
Interest earned on other investments2013-12-31$69,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,997,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,069,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$976,235
Net investment gain/loss from pooled separate accounts2013-12-31$8,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$158,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$586,752
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BONADIO & CO.,LLP
Accountancy firm EIN2013-12-31161131146
2012 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,143,754
Total of all expenses incurred2012-12-31$548,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$528,054
Expenses. Certain deemed distributions of participant loans2012-12-31$19,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$485,917
Value of total assets at end of year2012-12-31$6,900,852
Value of total assets at beginning of year2012-12-31$6,305,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,151
Total interest from all sources2012-12-31$74,490
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$72,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$72,105
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$305,074
Participant contributions at end of year2012-12-31$75,170
Participant contributions at beginning of year2012-12-31$88,772
Assets. Other investments not covered elsewhere at end of year2012-12-31$266,004
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$227,213
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,370
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$901
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,451
Other income not declared elsewhere2012-12-31$32,341
Administrative expenses (other) incurred2012-12-31$1,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$595,370
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,900,852
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,305,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,864,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,753,688
Value of interest in pooled separate accounts at end of year2012-12-31$624,821
Value of interest in pooled separate accounts at beginning of year2012-12-31$88,458
Interest on participant loans2012-12-31$3,033
Interest earned on other investments2012-12-31$71,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,069,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,145,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$477,812
Net investment gain/loss from pooled separate accounts2012-12-31$1,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$167,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$528,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BONADIO & CO., LLP
Accountancy firm EIN2012-12-31161131146
2011 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$576,533
Total of all expenses incurred2011-12-31$452,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$435,766
Expenses. Certain deemed distributions of participant loans2011-12-31$17,045
Value of total corrective distributions2011-12-31$37
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$515,336
Value of total assets at end of year2011-12-31$6,305,482
Value of total assets at beginning of year2011-12-31$6,181,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$69
Total interest from all sources2011-12-31$80,545
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$48,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$48,377
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$339,559
Participant contributions at end of year2011-12-31$88,772
Participant contributions at beginning of year2011-12-31$109,548
Assets. Other investments not covered elsewhere at end of year2011-12-31$227,213
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$229,245
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,389
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,240
Other income not declared elsewhere2011-12-31$-6,785
Administrative expenses (other) incurred2011-12-31$69
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$123,616
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,305,482
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,181,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,753,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,710,475
Value of interest in pooled separate accounts at end of year2011-12-31$88,458
Value of interest in pooled separate accounts at beginning of year2011-12-31$34,258
Interest on participant loans2011-12-31$5,418
Interest earned on other investments2011-12-31$75,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,145,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,097,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-62,195
Net investment gain/loss from pooled separate accounts2011-12-31$1,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$170,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$435,766
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BONADIO & CO., LLP
Accountancy firm EIN2011-12-31161131146
2010 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,057,990
Total of all expenses incurred2010-12-31$479,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$414,925
Expenses. Certain deemed distributions of participant loans2010-12-31$58,661
Value of total corrective distributions2010-12-31$5,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$503,942
Value of total assets at end of year2010-12-31$6,181,866
Value of total assets at beginning of year2010-12-31$5,603,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$314
Total interest from all sources2010-12-31$76,368
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$48,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$48,254
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$344,128
Participant contributions at end of year2010-12-31$109,548
Participant contributions at beginning of year2010-12-31$166,686
Assets. Other investments not covered elsewhere at end of year2010-12-31$229,245
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$181,620
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$33,388
Administrative expenses (other) incurred2010-12-31$314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$578,759
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,181,866
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,603,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,710,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,287,734
Value of interest in pooled separate accounts at end of year2010-12-31$34,258
Value of interest in pooled separate accounts at beginning of year2010-12-31$30,710
Interest on participant loans2010-12-31$6,037
Interest earned on other investments2010-12-31$70,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,097,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,936,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$395,072
Net investment gain/loss from pooled separate accounts2010-12-31$966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$159,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$414,925
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BONADIO & CO., LLP
Accountancy firm EIN2010-12-31161131146
2009 : BAPTIST HEALTH SYSTEM RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BAPTIST HEALTH SYSTEM RETIREMENT PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950309
Policy instance 1
Insurance contract or identification numberL7950309
Number of Individuals Covered130
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,876
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,876
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950309
Policy instance 1
Insurance contract or identification numberL7950309
Number of Individuals Covered134
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,324
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,324
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950309
Policy instance 1
Insurance contract or identification numberL7950309
Number of Individuals Covered165
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,601
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,601
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950309
Policy instance 1
Insurance contract or identification numberL7950309
Number of Individuals Covered161
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,465
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,465
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950309
Policy instance 1
Insurance contract or identification numberL7950309
Number of Individuals Covered167
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,151
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,151
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberL7950309
Policy instance 2
Insurance contract or identification numberL7950309
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-03-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950309
Policy instance 1
Insurance contract or identification numberL7950309
Number of Individuals Covered177
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,793
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,793
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberL7950309
Policy instance 2
Insurance contract or identification numberL7950309
Number of Individuals Covered177
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberL7950309
Policy instance 2
Insurance contract or identification numberL7950309
Number of Individuals Covered179
Insurance policy start date2012-10-13
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950309
Policy instance 1
Insurance contract or identification numberL7950309
Number of Individuals Covered179
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,004
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,004
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950309
Policy instance 1
Insurance contract or identification numberL7950309
Number of Individuals Covered179
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,520
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberL7950309
Policy instance 2
Insurance contract or identification numberL7950309
Number of Individuals Covered179
Insurance policy start date2011-10-13
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950309
Policy instance 1
Insurance contract or identification numberL7950309
Number of Individuals Covered165
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,371
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,371
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES COR

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1