Logo

BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 401k Plan overview

Plan NameBLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN
Plan identification number 002

BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:BLANCHARD VALLEY HEALTH SYSTEM
Employer identification number (EIN):344428206
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01DAVE CYTLAK
0022023-01-01
0022023-01-01DAVE CYTLAK
0022022-01-01
0022022-01-01DAVE CYTLAK
0022021-01-01
0022021-01-01DAVE CYTLAK
0022020-01-01
0022019-01-01
0022019-01-01
0022017-01-01DAVE CYTLAK
0022016-01-01DAVE CYTLAK
0022015-01-01DAVE CYTLAK
0022014-01-01DAVE CYTLAK
0022013-01-01DAVE CYTLAK
0022012-01-01DAVID CYTLAK
0022011-01-01DAVID CYTLAK
0022010-01-01DAVID CYTLAK
0022009-01-01DAVID CYTLAK

Plan Statistics for BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN

401k plan membership statisitcs for BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN

Measure Date Value
2023: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013,693
Total number of active participants reported on line 7a of the Form 55002023-01-013,252
Number of retired or separated participants receiving benefits2023-01-0151
Number of other retired or separated participants entitled to future benefits2023-01-01485
Total of all active and inactive participants2023-01-013,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-013,788
Number of participants with account balances2023-01-012,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,577
Total number of active participants reported on line 7a of the Form 55002022-01-013,178
Number of retired or separated participants receiving benefits2022-01-0152
Number of other retired or separated participants entitled to future benefits2022-01-01463
Total of all active and inactive participants2022-01-013,693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,693
Number of participants with account balances2022-01-012,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,528
Total number of active participants reported on line 7a of the Form 55002021-01-013,083
Number of retired or separated participants receiving benefits2021-01-0150
Number of other retired or separated participants entitled to future benefits2021-01-01444
Total of all active and inactive participants2021-01-013,577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,577
Number of participants with account balances2021-01-012,384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,440
Total number of active participants reported on line 7a of the Form 55002020-01-013,088
Number of retired or separated participants receiving benefits2020-01-0143
Number of other retired or separated participants entitled to future benefits2020-01-01383
Total of all active and inactive participants2020-01-013,514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,514
Number of participants with account balances2020-01-012,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,391
Total number of active participants reported on line 7a of the Form 55002019-01-013,065
Number of retired or separated participants receiving benefits2019-01-0140
Number of other retired or separated participants entitled to future benefits2019-01-01335
Total of all active and inactive participants2019-01-013,440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,440
Number of participants with account balances2019-01-012,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2017: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,219
Total number of active participants reported on line 7a of the Form 55002017-01-012,863
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-01315
Total of all active and inactive participants2017-01-013,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-013,195
Number of participants with account balances2017-01-012,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,714
Total number of active participants reported on line 7a of the Form 55002016-01-012,873
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-01328
Total of all active and inactive participants2016-01-013,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-013,218
Number of participants with account balances2016-01-012,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,914
Total number of active participants reported on line 7a of the Form 55002015-01-012,676
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-012,711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-012,714
Number of participants with account balances2015-01-012,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,993
Total number of active participants reported on line 7a of the Form 55002014-01-012,632
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01270
Total of all active and inactive participants2014-01-012,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-012,914
Number of participants with account balances2014-01-012,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,350
Total number of active participants reported on line 7a of the Form 55002013-01-012,577
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-01400
Total of all active and inactive participants2013-01-012,992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,993
Number of participants with account balances2013-01-012,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,110
Total number of active participants reported on line 7a of the Form 55002012-01-012,965
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01374
Total of all active and inactive participants2012-01-013,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-013,350
Number of participants with account balances2012-01-011,973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,973
Total number of active participants reported on line 7a of the Form 55002011-01-012,865
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01245
Total of all active and inactive participants2011-01-013,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,110
Number of participants with account balances2011-01-011,704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,807
Total number of active participants reported on line 7a of the Form 55002010-01-012,695
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01278
Total of all active and inactive participants2010-01-012,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,973
Number of participants with account balances2010-01-011,700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,888
Total number of active participants reported on line 7a of the Form 55002009-01-012,542
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01265
Total of all active and inactive participants2009-01-012,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,807
Number of participants with account balances2009-01-011,592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN

Measure Date Value
2023 : BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$51,983,128
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$17,123,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$16,796,311
Expenses. Certain deemed distributions of participant loans2023-12-31$39,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$23,084,442
Value of total assets at end of year2023-12-31$214,304,611
Value of total assets at beginning of year2023-12-31$179,444,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$287,039
Total interest from all sources2023-12-31$624,753
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$4,823,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$4,823,896
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$11,283,178
Participant contributions at end of year2023-12-31$2,473,828
Participant contributions at beginning of year2023-12-31$1,966,473
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$5,663,697
Other income not declared elsewhere2023-12-31$49,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$34,860,071
Value of net assets at end of year (total assets less liabilities)2023-12-31$214,304,611
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$179,444,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$66,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$187,928,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$145,584,017
Value of interest in pooled separate accounts at end of year2023-12-31$116,139
Value of interest in pooled separate accounts at beginning of year2023-12-31$692,676
Interest on participant loans2023-12-31$124,440
Interest earned on other investments2023-12-31$500,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$6,922,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$6,922,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$23,786,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$24,278,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$23,376,936
Net investment gain/loss from pooled separate accounts2023-12-31$23,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$6,137,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$16,796,311
Contract administrator fees2023-12-31$203,631
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVISMAZARS, LLP
Accountancy firm EIN2023-12-31440160260
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$51,983,128
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$17,123,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$16,796,311
Expenses. Certain deemed distributions of participant loans2023-01-01$39,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$23,084,442
Value of total assets at end of year2023-01-01$214,304,611
Value of total assets at beginning of year2023-01-01$179,444,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$287,039
Total interest from all sources2023-01-01$624,753
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$4,823,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$4,823,896
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$2,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$11,283,178
Participant contributions at end of year2023-01-01$2,473,828
Participant contributions at beginning of year2023-01-01$1,966,473
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$5,663,697
Other income not declared elsewhere2023-01-01$49,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$34,860,071
Value of net assets at end of year (total assets less liabilities)2023-01-01$214,304,611
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$179,444,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$66,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$187,928,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$145,584,017
Value of interest in pooled separate accounts at end of year2023-01-01$116,139
Value of interest in pooled separate accounts at beginning of year2023-01-01$692,676
Interest on participant loans2023-01-01$124,440
Interest earned on other investments2023-01-01$500,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$23,786,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$24,278,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$23,376,936
Net investment gain/loss from pooled separate accounts2023-01-01$23,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$6,137,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$16,796,311
Contract administrator fees2023-01-01$203,631
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01FORVISMAZARS, LLP
Accountancy firm EIN2023-01-01440160260
2022 : BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-13,485,008
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,272,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,895,985
Expenses. Certain deemed distributions of participant loans2022-12-31$70,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,677,617
Value of total assets at end of year2022-12-31$179,444,540
Value of total assets at beginning of year2022-12-31$205,201,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$305,905
Total interest from all sources2022-12-31$470,387
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,372,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,372,337
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$10,753,400
Participant contributions at end of year2022-12-31$1,966,473
Participant contributions at beginning of year2022-12-31$2,002,455
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,087,092
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5
Other income not declared elsewhere2022-12-31$112,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,757,100
Value of net assets at end of year (total assets less liabilities)2022-12-31$179,444,540
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$205,201,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$102,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$145,584,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$182,463,031
Value of interest in pooled separate accounts at end of year2022-12-31$692,676
Value of interest in pooled separate accounts at beginning of year2022-12-31$156,642
Interest on participant loans2022-12-31$93,720
Interest earned on other investments2022-12-31$376,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,922,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$9,179,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$9,179,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$78
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$24,278,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,399,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-37,083,680
Net investment gain/loss from pooled separate accounts2022-12-31$-33,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,837,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,895,985
Contract administrator fees2022-12-31$202,944
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-13,485,008
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$12,272,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$11,895,985
Expenses. Certain deemed distributions of participant loans2022-01-01$70,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$18,677,617
Value of total assets at end of year2022-01-01$179,444,540
Value of total assets at beginning of year2022-01-01$205,201,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$305,905
Total interest from all sources2022-01-01$470,387
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$4,372,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$4,372,337
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$2,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$10,753,400
Participant contributions at end of year2022-01-01$1,966,473
Participant contributions at beginning of year2022-01-01$2,002,455
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$2,087,092
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$5
Other income not declared elsewhere2022-01-01$112,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-25,757,100
Value of net assets at end of year (total assets less liabilities)2022-01-01$179,444,540
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$205,201,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$102,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$145,584,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$182,463,031
Value of interest in pooled separate accounts at end of year2022-01-01$692,676
Value of interest in pooled separate accounts at beginning of year2022-01-01$156,642
Interest on participant loans2022-01-01$93,720
Interest earned on other investments2022-01-01$376,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$6,922,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$78
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$24,278,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$11,399,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-37,083,680
Net investment gain/loss from pooled separate accounts2022-01-01$-33,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$5,837,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$11,895,985
Contract administrator fees2022-01-01$202,944
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01FORVIS, LLP
Accountancy firm EIN2022-01-01440160260
2021 : BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$37,600,886
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,334,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,784,734
Expenses. Certain deemed distributions of participant loans2021-12-31$53,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,762,262
Value of total assets at end of year2021-12-31$205,201,640
Value of total assets at beginning of year2021-12-31$182,935,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$496,475
Total interest from all sources2021-12-31$280,647
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,763,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,763,085
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,912,374
Participant contributions at end of year2021-12-31$2,002,455
Participant contributions at beginning of year2021-12-31$2,082,909
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,379,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$228,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$22,266,399
Value of net assets at end of year (total assets less liabilities)2021-12-31$205,201,640
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$182,935,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$103,723
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$182,463,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$159,737,075
Value of interest in pooled separate accounts at end of year2021-12-31$156,642
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,068,523
Interest on participant loans2021-12-31$105,184
Interest earned on other investments2021-12-31$174,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$9,179,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$9,303,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$9,303,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,399,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,742,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,532,848
Net investment gain/loss from pooled separate accounts2021-12-31$33,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,470,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,784,734
Contract administrator fees2021-12-31$392,752
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$39,289,660
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,163,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,708,225
Expenses. Certain deemed distributions of participant loans2020-12-31$50,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,007,709
Value of total assets at end of year2020-12-31$182,935,241
Value of total assets at beginning of year2020-12-31$155,808,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$404,861
Total interest from all sources2020-12-31$351,548
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,583,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,583,944
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,051,569
Participant contributions at end of year2020-12-31$2,082,909
Participant contributions at beginning of year2020-12-31$2,215,469
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$853,607
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$94,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$27,126,368
Value of net assets at end of year (total assets less liabilities)2020-12-31$182,935,241
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$155,808,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$91,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$159,737,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$135,713,633
Value of interest in pooled separate accounts at end of year2020-12-31$1,068,523
Value of interest in pooled separate accounts at beginning of year2020-12-31$140,550
Interest on participant loans2020-12-31$118,095
Interest earned on other investments2020-12-31$204,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$9,303,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8,033,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8,033,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$28,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,742,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,705,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,252,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,102,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,708,225
Contract administrator fees2020-12-31$313,563
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$38,631,340
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,239,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,733,281
Expenses. Certain deemed distributions of participant loans2019-12-31$123,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,828,271
Value of total assets at end of year2019-12-31$155,808,873
Value of total assets at beginning of year2019-12-31$127,416,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$382,849
Total interest from all sources2019-12-31$490,745
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,051,212
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$5,051,212
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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$8,622,134
Participant contributions at end of year2019-12-31$2,215,469
Participant contributions at beginning of year2019-12-31$2,297,004
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$272,837
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,159,561
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$68,908
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$28,392,085
Value of net assets at end of year (total assets less liabilities)2019-12-31$155,808,873
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$127,416,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$95,127
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$135,713,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$106,862,438
Value of interest in pooled separate accounts at end of year2019-12-31$140,550
Value of interest in pooled separate accounts at beginning of year2019-12-31$952,472
Interest on participant loans2019-12-31$128,059
Interest earned on other investments2019-12-31$208,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,033,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,047,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,047,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$153,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,705,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,793,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,161,344
Net investment gain/loss from pooled separate accounts2019-12-31$30,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,046,576
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$190,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,733,281
Contract administrator fees2019-12-31$287,722
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 name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$6,374,325
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,906,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,521,064
Expenses. Certain deemed distributions of participant loans2018-12-31$75,757
Value of total corrective distributions2018-12-31$1,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,117,305
Value of total assets at end of year2018-12-31$127,416,788
Value of total assets at beginning of year2018-12-31$129,948,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$307,954
Total interest from all sources2018-12-31$343,552
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,989,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,989,247
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$7,822,093
Participant contributions at end of year2018-12-31$2,297,004
Participant contributions at beginning of year2018-12-31$2,112,539
Participant contributions at end of year2018-12-31$272,837
Participant contributions at beginning of year2018-12-31$254,421
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$561,944
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$164,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,532,097
Value of net assets at end of year (total assets less liabilities)2018-12-31$127,416,788
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$129,948,885
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
Investment advisory and management fees2018-12-31$52,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$106,862,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$113,200,211
Value of interest in pooled separate accounts at end of year2018-12-31$952,472
Value of interest in pooled separate accounts at beginning of year2018-12-31$133,434
Interest on participant loans2018-12-31$103,005
Interest earned on other investments2018-12-31$123,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,047,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,324,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,324,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$116,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,793,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,767,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,234,848
Net investment gain/loss from pooled separate accounts2018-12-31$-5,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,733,268
Employer contributions (assets) at end of year2018-12-31$190,373
Employer contributions (assets) at beginning of year2018-12-31$155,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,521,064
Contract administrator fees2018-12-31$255,836
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$28,296,425
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,716,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,662,425
Expenses. Certain deemed distributions of participant loans2017-12-31$50,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,655,850
Value of total assets at end of year2017-12-31$129,948,885
Value of total assets at beginning of year2017-12-31$108,368,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,055
Total interest from all sources2017-12-31$105,179
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,239,780
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$5,239,780
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,316,668
Participant contributions at end of year2017-12-31$2,112,539
Participant contributions at beginning of year2017-12-31$1,762,917
Participant contributions at end of year2017-12-31$254,421
Participant contributions at beginning of year2017-12-31$154,930
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$800,703
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$2,969
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$21,580,205
Value of net assets at end of year (total assets less liabilities)2017-12-31$129,948,885
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$108,368,680
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
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$113,200,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$91,946,152
Value of interest in pooled separate accounts at end of year2017-12-31$133,434
Value of interest in pooled separate accounts at beginning of year2017-12-31$114,090
Interest on participant loans2017-12-31$77,545
Interest earned on other investments2017-12-31$27,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,324,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,652,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,652,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,767,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,505,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,270,979
Net investment gain/loss from pooled separate accounts2017-12-31$21,668
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$4,538,479
Employer contributions (assets) at end of year2017-12-31$155,785
Employer contributions (assets) at beginning of year2017-12-31$231,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,662,425
Contract administrator fees2017-12-31$3,055
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : BLANCHARD VALLEY HEALTH SYSTEM 403(B) 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$19,811,809
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,432,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,399,955
Expenses. Certain deemed distributions of participant loans2016-12-31$32,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,228,979
Value of total assets at end of year2016-12-31$108,368,680
Value of total assets at beginning of year2016-12-31$95,989,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$391
Total interest from all sources2016-12-31$314,791
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,581,258
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$3,581,258
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,111,669
Participant contributions at end of year2016-12-31$1,762,917
Participant contributions at beginning of year2016-12-31$1,482,002
Participant contributions at end of year2016-12-31$154,930
Participant contributions at beginning of year2016-12-31$149,324
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$587,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$46,512
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$12,379,289
Value of net assets at end of year (total assets less liabilities)2016-12-31$108,368,680
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$95,989,391
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$91,946,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$80,571,623
Value of interest in pooled separate accounts at end of year2016-12-31$114,090
Value of interest in pooled separate accounts at beginning of year2016-12-31$138,779
Interest on participant loans2016-12-31$62,974
Interest earned on other investments2016-12-31$240,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,652,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,290,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,290,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,505,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,163,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,630,318
Net investment gain/loss from pooled separate accounts2016-12-31$9,951
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$4,529,610
Employer contributions (assets) at end of year2016-12-31$231,622
Employer contributions (assets) at beginning of year2016-12-31$193,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,399,955
Contract administrator fees2016-12-31$391
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$12,237,953
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,985,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,932,762
Expenses. Certain deemed distributions of participant loans2015-12-31$43,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,974,623
Value of total assets at end of year2015-12-31$95,989,391
Value of total assets at beginning of year2015-12-31$90,736,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,472
Total interest from all sources2015-12-31$169,150
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,371,753
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$4,371,753
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,759,056
Participant contributions at end of year2015-12-31$1,482,002
Participant contributions at beginning of year2015-12-31$1,482,715
Participant contributions at end of year2015-12-31$149,324
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$714,571
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$46,656
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$5,252,665
Value of net assets at end of year (total assets less liabilities)2015-12-31$95,989,391
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$90,736,726
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$9,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$80,571,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$76,561,154
Value of interest in pooled separate accounts at end of year2015-12-31$138,779
Value of interest in pooled separate accounts at beginning of year2015-12-31$140,524
Interest on participant loans2015-12-31$64,494
Interest earned on other investments2015-12-31$96,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,290,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,093,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,093,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$7,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,163,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,458,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,322,485
Net investment gain/loss from pooled separate accounts2015-12-31$-1,744
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$4,500,996
Employer contributions (assets) at end of year2015-12-31$193,357
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,932,762
Contract administrator fees2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$500
Total income from all sources (including contributions)2014-12-31$14,784,502
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,076,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,048,370
Expenses. Certain deemed distributions of participant loans2014-12-31$21,609
Value of total corrective distributions2014-12-31$818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,786,297
Value of total assets at end of year2014-12-31$90,736,726
Value of total assets at beginning of year2014-12-31$83,029,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,199
Total interest from all sources2014-12-31$230,556
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,134,843
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$6,134,843
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$6,108,867
Participant contributions at end of year2014-12-31$1,482,715
Participant contributions at beginning of year2014-12-31$1,466,824
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$132,818
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$576,884
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$500
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$7,707,506
Value of net assets at end of year (total assets less liabilities)2014-12-31$90,736,726
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$83,029,220
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$76,561,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$69,421,682
Value of interest in pooled separate accounts at end of year2014-12-31$140,524
Value of interest in pooled separate accounts at beginning of year2014-12-31$140,663
Interest on participant loans2014-12-31$58,533
Interest earned on other investments2014-12-31$168,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,093,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,683,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,683,227
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,458,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,995,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,367,194
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$4,100,546
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$189,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,048,370
Contract administrator fees2014-12-31$6,199
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : BLANCHARD VALLEY HEALTH SYSTEM 403(B) 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$500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$58,657
Total income from all sources (including contributions)2013-12-31$20,595,381
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,644,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,627,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,205,451
Value of total assets at end of year2013-12-31$83,029,720
Value of total assets at beginning of year2013-12-31$67,136,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,264
Total interest from all sources2013-12-31$52,013
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,376,221
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$5,376,221
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$5,673,188
Participant contributions at end of year2013-12-31$1,466,824
Participant contributions at beginning of year2013-12-31$1,273,785
Participant contributions at end of year2013-12-31$132,818
Participant contributions at beginning of year2013-12-31$178,095
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$803,064
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$58,657
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$15,951,075
Value of net assets at end of year (total assets less liabilities)2013-12-31$83,029,220
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$67,078,145
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$69,421,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$55,116,106
Value of interest in pooled separate accounts at end of year2013-12-31$140,663
Value of interest in pooled separate accounts at beginning of year2013-12-31$111,705
Interest on participant loans2013-12-31$52,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,683,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,533,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,533,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,995,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,799,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,961,696
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$3,729,199
Employer contributions (assets) at end of year2013-12-31$189,322
Employer contributions (assets) at beginning of year2013-12-31$123,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,627,042
Contract administrator fees2013-12-31$17,264
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : BLANCHARD VALLEY HEALTH SYSTEM 403(B) 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$58,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$50,572
Total income from all sources (including contributions)2012-12-31$15,763,493
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,231,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,186,356
Expenses. Certain deemed distributions of participant loans2012-12-31$36,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,071,209
Value of total assets at end of year2012-12-31$67,136,802
Value of total assets at beginning of year2012-12-31$55,596,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,956
Total interest from all sources2012-12-31$180,550
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,637,120
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$2,637,120
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$5,179,352
Participant contributions at end of year2012-12-31$1,273,785
Participant contributions at beginning of year2012-12-31$1,149,573
Participant contributions at end of year2012-12-31$178,095
Participant contributions at beginning of year2012-12-31$183,374
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$409,084
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$53,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$58,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$50,572
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$11,532,354
Value of net assets at end of year (total assets less liabilities)2012-12-31$67,078,145
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$55,545,791
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$55,116,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$45,165,933
Value of interest in pooled separate accounts at end of year2012-12-31$111,705
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,194
Interest on participant loans2012-12-31$49,351
Interest earned on other investments2012-12-31$131,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,533,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,095,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,095,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,799,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,823,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,874,614
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$3,482,773
Employer contributions (assets) at end of year2012-12-31$123,456
Employer contributions (assets) at beginning of year2012-12-31$119,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,186,356
Contract administrator fees2012-12-31$7,956
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31BKD
Accountancy firm EIN2012-12-31440160260
2011 : BLANCHARD VALLEY HEALTH SYSTEM 403(B) 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$50,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$23,539
Total income from all sources (including contributions)2011-12-31$8,520,375
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,350,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,345,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,988,180
Value of total assets at end of year2011-12-31$55,596,363
Value of total assets at beginning of year2011-12-31$49,399,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,588
Total interest from all sources2011-12-31$156,507
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,153,148
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$1,153,148
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$5,043,892
Participant contributions at end of year2011-12-31$1,149,573
Participant contributions at beginning of year2011-12-31$891,421
Participant contributions at end of year2011-12-31$183,374
Participant contributions at beginning of year2011-12-31$173,902
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$691,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$53,861
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$45,295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$50,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$23,539
Total non interest bearing cash at end of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$6,169,479
Value of net assets at end of year (total assets less liabilities)2011-12-31$55,545,791
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$49,376,312
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$45,165,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$43,729,057
Value of interest in pooled separate accounts at end of year2011-12-31$5,194
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,043
Interest on participant loans2011-12-31$45,306
Interest earned on other investments2011-12-31$107,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,095,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,823,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,438,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,777,611
Net investment gain/loss from pooled separate accounts2011-12-31$151
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$3,252,722
Employer contributions (assets) at end of year2011-12-31$119,402
Employer contributions (assets) at beginning of year2011-12-31$116,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,345,308
Contract administrator fees2011-12-31$5,588
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31BKD
Accountancy firm EIN2011-12-31440160260
2010 : BLANCHARD VALLEY HEALTH SYSTEM 403(B) 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$23,539
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$42,982
Total income from all sources (including contributions)2010-12-31$13,377,406
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,316,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,312,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,534,083
Value of total assets at end of year2010-12-31$49,399,851
Value of total assets at beginning of year2010-12-31$39,358,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,804
Total interest from all sources2010-12-31$176,317
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,266,619
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$1,266,619
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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$4,809,235
Participant contributions at end of year2010-12-31$891,421
Participant contributions at beginning of year2010-12-31$737,491
Participant contributions at end of year2010-12-31$173,902
Participant contributions at beginning of year2010-12-31$142,607
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$579,776
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$45,295
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$42,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$23,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$42,982
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$10,060,495
Value of net assets at end of year (total assets less liabilities)2010-12-31$49,376,312
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$39,315,817
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$43,729,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$33,969,910
Value of interest in pooled separate accounts at end of year2010-12-31$5,043
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,896
Interest on participant loans2010-12-31$43,813
Interest earned on other investments2010-12-31$127,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,438,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,438,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,400,240
Net investment gain/loss from pooled separate accounts2010-12-31$147
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$3,145,072
Employer contributions (assets) at end of year2010-12-31$116,138
Employer contributions (assets) at beginning of year2010-12-31$22,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,312,107
Contract administrator fees2010-12-31$4,804
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 name2010-12-31BKD
Accountancy firm EIN2010-12-31440160260
2009 : BLANCHARD VALLEY HEALTH SYSTEM 403(B) 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 BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN

2023: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BLANCHARD VALLEY HEALTH SYSTEM 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: BLANCHARD VALLEY HEALTH SYSTEM 403(B) 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 filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BLANCHARD VALLEY HEALTH SYSTEM 403(B) 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: BLANCHARD VALLEY HEALTH SYSTEM 403(B) 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: BLANCHARD VALLEY HEALTH SYSTEM 403(B) 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: BLANCHARD VALLEY HEALTH SYSTEM 403(B) 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: BLANCHARD VALLEY HEALTH SYSTEM 403(B) 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: BLANCHARD VALLEY HEALTH SYSTEM 403(B) 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: BLANCHARD VALLEY HEALTH SYSTEM 403(B) 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: BLANCHARD VALLEY HEALTH SYSTEM 403(B) 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895183-007
Policy instance 4
Insurance contract or identification number895183-007
Number of Individuals Covered1724
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068453
Policy instance 3
Insurance contract or identification numberFA068453
Number of Individuals Covered42
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93164
Policy instance 2
Insurance contract or identification numberG93164
Number of Individuals Covered10
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberG92552
Policy instance 1
Insurance contract or identification numberG92552
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberG92552
Policy instance 1
Insurance contract or identification numberG92552
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberG93164
Policy instance 2
Insurance contract or identification numberG93164
Number of Individuals Covered10
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068453
Policy instance 3
Insurance contract or identification numberFA068453
Number of Individuals Covered48
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895183-007
Policy instance 4
Insurance contract or identification number895183-007
Number of Individuals Covered1799
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895183-007
Policy instance 4
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068453
Policy instance 3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93164
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG92552
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG92552
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93164
Policy instance 2
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFAO68453
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892361-007
Policy instance 4
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG92552
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFAO68453
Policy instance 3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93164
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892361-007
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892361-007
Policy instance 4
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFAO68453
Policy instance 3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93164
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG92552
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG92552
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93164
Policy instance 2
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFAO68453
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892361-007
Policy instance 4
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG92552
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93164
Policy instance 2
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFAO68453
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892361-007
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892361-007
Policy instance 4
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG92552
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93164
Policy instance 2
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFAO68453
Policy instance 3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93164
Policy instance 2
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFAO68453
Policy instance 3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG92552
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892361-007
Policy instance 4
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93164
Policy instance 4
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG92552
Policy instance 3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFAO68453
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892361-007
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG93164
Policy instance 4
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFAO68453
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG92552
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892361-007
Policy instance 1

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
US 401k Lookup     VAT Lookup