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SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 401k Plan overview

Plan NameSAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN
Plan identification number 005

SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:SAMARITAN REGIONAL HEALTH SYSTEM
Employer identification number (EIN):340714535
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about SAMARITAN REGIONAL HEALTH SYSTEM

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1910-05-26
Company Identification Number: 26509
Legal Registered Office Address: 1636 EAGLE WAY
-
ASHLAND
United States of America (USA)
44805

More information about SAMARITAN REGIONAL HEALTH SYSTEM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052017-01-01THOMAS SNOWBERGER
0052016-01-01THOMAS SNOWBERGER
0052015-01-01ALYCE LEGG
0052014-01-01ALYCE LEGG
0052013-01-01ALYCE LEGG
0052012-01-01ALYCE LEGG
0052011-01-01ALYCE LEGG
0052010-01-01ALYCE LEGG ALYCE LEGG2011-10-13
0052009-01-01ALYCE LEGG ALYCE LEGG2010-10-14

Plan Statistics for SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN

401k plan membership statisitcs for SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN

Measure Date Value
2017: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01866
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01803
Total number of active participants reported on line 7a of the Form 55002016-01-01732
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01134
Total of all active and inactive participants2016-01-01866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01866
Number of participants with account balances2016-01-01851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01826
Total number of active participants reported on line 7a of the Form 55002015-01-01721
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01119
Total of all active and inactive participants2015-01-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01840
Number of participants with account balances2015-01-01803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01802
Total number of active participants reported on line 7a of the Form 55002014-01-01671
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01143
Total of all active and inactive participants2014-01-01814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01814
Number of participants with account balances2014-01-01801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01809
Total number of active participants reported on line 7a of the Form 55002013-01-01720
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0180
Total of all active and inactive participants2013-01-01800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01800
Number of participants with account balances2013-01-01738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01851
Total number of active participants reported on line 7a of the Form 55002012-01-01731
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0178
Total of all active and inactive participants2012-01-01810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01811
Number of participants with account balances2012-01-01755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01832
Total number of active participants reported on line 7a of the Form 55002011-01-01723
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01123
Total of all active and inactive participants2011-01-01847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01847
Number of participants with account balances2011-01-01790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01840
Total number of active participants reported on line 7a of the Form 55002010-01-01779
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0162
Total of all active and inactive participants2010-01-01841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01841
Number of participants with account balances2010-01-01770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01859
Total number of active participants reported on line 7a of the Form 55002009-01-01906
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01122
Total of all active and inactive participants2009-01-011,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,028
Number of participants with account balances2009-01-01952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN

Measure Date Value
2017 : SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-11-01$0
Total transfer of assets from this plan2017-11-01$39,501,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-01$0
Total income from all sources (including contributions)2017-11-01$5,092,862
Total loss/gain on sale of assets2017-11-01$0
Total of all expenses incurred2017-11-01$7,613,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-01$7,484,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-11-01$0
Value of total assets at end of year2017-11-01$0
Value of total assets at beginning of year2017-11-01$42,022,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-01$129,243
Total interest from all sources2017-11-01$55,452
Total dividends received (eg from common stock, registered investment company shares)2017-11-01$180,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-11-01$0
Total dividends received from registered investment company shares (eg mutual funds)2017-11-01$180,846
Administrative expenses professional fees incurred2017-11-01$129,243
Was this plan covered by a fidelity bond2017-11-01Yes
Value of fidelity bond cover2017-11-01$1,000,000
If this is an individual account plan, was there a blackout period2017-11-01Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-11-01$0
Were there any nonexempt tranactions with any party-in-interest2017-11-01No
Participant contributions at end of year2017-11-01$0
Participant contributions at beginning of year2017-11-01$1,468,775
Other income not declared elsewhere2017-11-01$102,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-01No
Value of net income/loss2017-11-01$-2,520,589
Value of net assets at end of year (total assets less liabilities)2017-11-01$0
Value of net assets at beginning of year (total assets less liabilities)2017-11-01$42,022,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-01No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-01No
Were any leases to which the plan was party in default or uncollectible2017-11-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-11-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-11-01$28,930,794
Value of interest in pooled separate accounts at end of year2017-11-01$0
Value of interest in pooled separate accounts at beginning of year2017-11-01$1,350,158
Interest on participant loans2017-11-01$55,452
Value of interest in common/collective trusts at end of year2017-11-01$0
Value of interest in common/collective trusts at beginning of year2017-11-01$10,272,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-11-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-11-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-11-01$4,413,205
Net investment gain/loss from pooled separate accounts2017-11-01$172,812
Net investment gain or loss from common/collective trusts2017-11-01$167,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-01No
Was there a failure to transmit to the plan any participant contributions2017-11-01No
Has the plan failed to provide any benefit when due under the plan2017-11-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-01$7,484,208
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-11-01Yes
Did the plan have assets held for investment2017-11-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-11-01Yes
Opinion of an independent qualified public accountant for this plan2017-11-01Disclaimer
Accountancy firm name2017-11-01KPMG, LLC
Accountancy firm EIN2017-11-01135565207
2016 : SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2016 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,216,562
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,534,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,405,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,619,834
Value of total assets at end of year2016-12-31$42,022,022
Value of total assets at beginning of year2016-12-31$38,340,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$129,156
Total interest from all sources2016-12-31$72,346
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$344,291
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$344,291
Administrative expenses professional fees incurred2016-12-31$99,409
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 period2016-12-31Yes
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$2,459,137
Participant contributions at end of year2016-12-31$1,468,775
Participant contributions at beginning of year2016-12-31$1,595,517
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$236,705
Other income not declared elsewhere2016-12-31$114,502
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$3,681,995
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,022,022
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,340,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$13,227
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$28,930,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,360,092
Value of interest in pooled separate accounts at end of year2016-12-31$1,350,158
Value of interest in pooled separate accounts at beginning of year2016-12-31$735,679
Interest on participant loans2016-12-31$72,346
Value of interest in common/collective trusts at end of year2016-12-31$10,272,295
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,648,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,807,569
Net investment gain/loss from pooled separate accounts2016-12-31$57,328
Net investment gain or loss from common/collective trusts2016-12-31$200,692
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
Contributions received in cash from employer2016-12-31$923,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,405,411
Contract administrator fees2016-12-31$16,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31KPMG, LLC
Accountancy firm EIN2016-12-31135565207
2015 : SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$216,939
Total unrealized appreciation/depreciation of assets2015-12-31$216,939
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,192,943
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,515,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,442,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,258,088
Value of total assets at end of year2015-12-31$38,340,027
Value of total assets at beginning of year2015-12-31$37,662,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$72,837
Total interest from all sources2015-12-31$69,719
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$308,610
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$308,610
Administrative expenses professional fees incurred2015-12-31$43,402
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 period2015-12-31Yes
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$2,269,512
Participant contributions at end of year2015-12-31$1,595,517
Participant contributions at beginning of year2015-12-31$1,473,505
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$142,052
Other income not declared elsewhere2015-12-31$86,451
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$677,451
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,340,027
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,662,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$14,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,360,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,651,992
Value of interest in pooled separate accounts at end of year2015-12-31$735,679
Value of interest in pooled separate accounts at beginning of year2015-12-31$751,180
Interest on participant loans2015-12-31$69,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,648,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,785,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-750,857
Net investment gain/loss from pooled separate accounts2015-12-31$3,993
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
Contributions received in cash from employer2015-12-31$846,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,442,655
Contract administrator fees2015-12-31$14,892
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$146,393
Total unrealized appreciation/depreciation of assets2014-12-31$146,393
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$4,296,877
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,142,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,080,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,831,478
Value of total assets at end of year2014-12-31$37,662,576
Value of total assets at beginning of year2014-12-31$35,507,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$61,332
Total interest from all sources2014-12-31$67,045
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$543,444
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$543,444
Administrative expenses professional fees incurred2014-12-31$24,988
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
Contributions received from participants2014-12-31$1,964,028
Participant contributions at end of year2014-12-31$1,473,505
Participant contributions at beginning of year2014-12-31$1,427,297
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$130,506
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$2,154,841
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,662,576
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,507,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$25,855
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,651,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$751,180
Value of interest in pooled separate accounts at beginning of year2014-12-31$26,744,613
Interest on participant loans2014-12-31$67,031
Income. Interest from US Government securities2014-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,785,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,335,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$676,301
Net investment gain/loss from pooled separate accounts2014-12-31$32,216
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$736,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,080,704
Contract administrator fees2014-12-31$10,489
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 : SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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
Total income from all sources (including contributions)2013-12-31$7,235,851
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,013,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,003,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,280,761
Value of total assets at end of year2013-12-31$35,507,735
Value of total assets at beginning of year2013-12-31$30,284,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,223
Total interest from all sources2013-12-31$354,656
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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 period2013-12-31No
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$1,573,410
Participant contributions at end of year2013-12-31$1,427,297
Participant contributions at beginning of year2013-12-31$1,287,747
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$51,236
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$5,222,830
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,507,735
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$30,284,905
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,058,017
Value of interest in pooled separate accounts at end of year2013-12-31$26,744,613
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$61,794
Interest earned on other investments2013-12-31$292,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,335,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,939,141
Net investment gain/loss from pooled separate accounts2013-12-31$4,600,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$656,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,003,798
Contract administrator fees2013-12-31$9,223
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 name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,618,869
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,075,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,073,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,582,837
Value of total assets at end of year2012-12-31$30,284,905
Value of total assets at beginning of year2012-12-31$25,741,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,188
Total interest from all sources2012-12-31$50,321
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$237,526
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$237,526
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,658,057
Participant contributions at end of year2012-12-31$1,287,747
Participant contributions at beginning of year2012-12-31$977,588
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$92,905
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$4,543,300
Value of net assets at end of year (total assets less liabilities)2012-12-31$30,284,905
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,741,605
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$22,058,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,247,082
Interest on participant loans2012-12-31$50,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,939,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,516,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,748,185
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$831,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,073,381
Contract administrator fees2012-12-31$2,188
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 name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,324,881
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$815,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$758,298
Expenses. Certain deemed distributions of participant loans2011-12-31$46,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,589,831
Value of total assets at end of year2011-12-31$25,741,605
Value of total assets at beginning of year2011-12-31$24,232,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,418
Total interest from all sources2011-12-31$41,011
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$200,929
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$200,929
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,572,012
Participant contributions at end of year2011-12-31$977,588
Participant contributions at beginning of year2011-12-31$765,242
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$218,297
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$1,509,028
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,741,605
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,232,577
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$19,247,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,731,528
Interest on participant loans2011-12-31$41,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,516,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,735,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-506,890
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$799,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$758,298
Contract administrator fees2011-12-31$11,418
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 name2011-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2011-12-31381357951
2010 : SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,038,601
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$772,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$757,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,346,193
Value of total assets at end of year2010-12-31$24,232,577
Value of total assets at beginning of year2010-12-31$19,966,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,943
Total interest from all sources2010-12-31$36,985
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$181,355
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$181,355
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,527,456
Participant contributions at end of year2010-12-31$765,242
Participant contributions at beginning of year2010-12-31$551,805
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$53,209
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$4,266,083
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,232,577
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,966,494
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$18,731,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,128,690
Interest on participant loans2010-12-31$36,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,735,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,285,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,474,068
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$765,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$757,575
Contract administrator fees2010-12-31$14,943
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 name2010-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2010-12-31381357951
2009 : SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND 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 SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN

2017: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 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: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 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: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 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: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 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
2012: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
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: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
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: SAMARITAN REGIONAL HEALTH SYSTEM MATCHED FUND 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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number082173
Policy instance 1
Insurance contract or identification number082173
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-11-01
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?No
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number082173
Policy instance 1
Insurance contract or identification number082173
Number of Individuals Covered98
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG62131
Policy instance 1
Insurance contract or identification numberG62131
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-01-14
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number082173
Policy instance 2
Insurance contract or identification number082173
Number of Individuals Covered97
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG62131
Policy instance 1
Insurance contract or identification numberG62131
Number of Individuals Covered738
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number082173
Policy instance 2
Insurance contract or identification number082173
Number of Individuals Covered97
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $199
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $199
Insurance broker organization code?3
Insurance broker nameG & W EQUITY SALES INC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG62131
Policy instance 1
Insurance contract or identification numberG62131
Number of Individuals Covered755
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number082173
Policy instance 2
Insurance contract or identification number082173
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $744
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $744
Insurance broker organization code?3
Insurance broker nameG & W EQUITY SALES INC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG62131
Policy instance 1
Insurance contract or identification numberG62131
Number of Individuals Covered790
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number082173
Policy instance 2
Insurance contract or identification number082173
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $788
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number082173
Policy instance 2
Insurance contract or identification number082173
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG62131
Policy instance 1
Insurance contract or identification numberG62131
Number of Individuals Covered905
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $59,734
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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

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