Logo

REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameREGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN
Plan identification number 002

REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

REGIONAL WEST HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name:REGIONAL WEST HEALTH SERVICES
Employer identification number (EIN):363314157
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MICHAEL ICKOWSKI
0022016-01-01MICHAEL ICKOWSKI
0022015-01-01STAN MOSER
0022014-01-01DAVID GRIFFITHS
0022013-01-01DAVID GRIFFITHS
0022012-01-01DAVID GRIFFITH
0022009-01-01DAVID GRIFFITHS DAVID GRIFFITHS2010-10-15

Plan Statistics for REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN

Measure Date Value
2022: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,087
Total number of active participants reported on line 7a of the Form 55002022-01-011,192
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01849
Total of all active and inactive participants2022-01-012,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-012,059
Number of participants with account balances2022-01-012,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,061
Total number of active participants reported on line 7a of the Form 55002021-01-011,241
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01812
Total of all active and inactive participants2021-01-012,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-012,066
Number of participants with account balances2021-01-012,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,059
Total number of active participants reported on line 7a of the Form 55002020-01-011,395
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01642
Total of all active and inactive participants2020-01-012,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-012,048
Number of participants with account balances2020-01-012,048
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,104
Total number of active participants reported on line 7a of the Form 55002019-01-011,522
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-01433
Total of all active and inactive participants2019-01-011,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-011,971
Number of participants with account balances2019-01-011,971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,026
Total number of active participants reported on line 7a of the Form 55002018-01-011,522
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01566
Total of all active and inactive participants2018-01-012,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-012,104
Number of participants with account balances2018-01-012,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,932
Total number of active participants reported on line 7a of the Form 55002017-01-011,542
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01473
Total of all active and inactive participants2017-01-012,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-012,026
Number of participants with account balances2017-01-011,988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,885
Total number of active participants reported on line 7a of the Form 55002016-01-011,526
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01342
Total of all active and inactive participants2016-01-011,870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-011,878
Number of participants with account balances2016-01-011,843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,876
Total number of active participants reported on line 7a of the Form 55002015-01-011,586
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01266
Total of all active and inactive participants2015-01-011,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-011,859
Number of participants with account balances2015-01-011,780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,830
Total number of active participants reported on line 7a of the Form 55002014-01-011,541
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01308
Total of all active and inactive participants2014-01-011,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,856
Number of participants with account balances2014-01-011,811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,808
Total number of active participants reported on line 7a of the Form 55002013-01-011,565
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01230
Total of all active and inactive participants2013-01-011,797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-011,802
Number of participants with account balances2013-01-011,783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,987
Total number of active participants reported on line 7a of the Form 55002012-01-011,589
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01185
Total of all active and inactive participants2012-01-011,775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-011,780
Number of participants with account balances2012-01-011,780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2009: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,891
Total number of active participants reported on line 7a of the Form 55002009-01-011,587
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0196
Total of all active and inactive participants2009-01-011,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,686
Number of participants with account balances2009-01-011,563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-12,134,677
Total of all expenses incurred2022-12-31$12,628,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,409,741
Expenses. Certain deemed distributions of participant loans2022-12-31$44,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,733,222
Value of total assets at end of year2022-12-31$119,804,139
Value of total assets at beginning of year2022-12-31$144,567,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$174,213
Total interest from all sources2022-12-31$197,550
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,127,537
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$2,127,537
Administrative expenses professional fees incurred2022-12-31$19,049
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,008,145
Participant contributions at end of year2022-12-31$1,832,262
Participant contributions at beginning of year2022-12-31$1,787,509
Assets. Other investments not covered elsewhere at end of year2022-12-31$203,184
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$420,890
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$597,687
Other income not declared elsewhere2022-12-31$-81,141
Administrative expenses (other) incurred2022-12-31$151,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,763,330
Value of net assets at end of year (total assets less liabilities)2022-12-31$119,804,139
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$144,567,469
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$3,174
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$112,233,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$136,642,571
Interest on participant loans2022-12-31$84,696
Interest earned on other investments2022-12-31$112,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,535,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,716,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-24,111,845
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,127,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,409,741
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$29,101,588
Total of all expenses incurred2021-12-31$18,231,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,997,152
Expenses. Certain deemed distributions of participant loans2021-12-31$42,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,823,901
Value of total assets at end of year2021-12-31$144,567,469
Value of total assets at beginning of year2021-12-31$133,697,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$192,396
Total interest from all sources2021-12-31$216,110
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,970,627
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$2,970,627
Administrative expenses professional fees incurred2021-12-31$19,216
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$6,396,313
Participant contributions at end of year2021-12-31$1,787,509
Participant contributions at beginning of year2021-12-31$1,792,518
Assets. Other investments not covered elsewhere at end of year2021-12-31$420,890
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$245,517
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$116,421
Other income not declared elsewhere2021-12-31$38,754
Administrative expenses (other) incurred2021-12-31$170,064
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$10,869,980
Value of net assets at end of year (total assets less liabilities)2021-12-31$144,567,469
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$133,697,489
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$3,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$136,642,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$125,382,927
Interest on participant loans2021-12-31$93,170
Interest earned on other investments2021-12-31$122,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,716,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,276,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$16,052,196
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$3,311,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,997,152
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$26,978,494
Total of all expenses incurred2020-12-31$14,336,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,193,075
Expenses. Certain deemed distributions of participant loans2020-12-31$62
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,001,959
Value of total assets at end of year2020-12-31$133,697,489
Value of total assets at beginning of year2020-12-31$121,055,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$143,074
Total interest from all sources2020-12-31$217,501
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,009,497
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$2,009,497
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$6,478,684
Participant contributions at end of year2020-12-31$1,792,518
Participant contributions at beginning of year2020-12-31$1,882,887
Assets. Other investments not covered elsewhere at end of year2020-12-31$245,517
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,109
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$113,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$21,250
Administrative expenses (other) incurred2020-12-31$143,022
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$12,642,283
Value of net assets at end of year (total assets less liabilities)2020-12-31$133,697,489
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$121,055,206
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$52
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$125,382,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$114,349,131
Interest on participant loans2020-12-31$92,413
Interest earned on other investments2020-12-31$125,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,276,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,821,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,728,287
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$3,409,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,193,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2020-12-31476097913
2019 : REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$32,752,657
Total of all expenses incurred2019-12-31$12,154,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,974,059
Expenses. Certain deemed distributions of participant loans2019-12-31$21,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,550,152
Value of total assets at end of year2019-12-31$121,055,206
Value of total assets at beginning of year2019-12-31$100,456,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$158,711
Total interest from all sources2019-12-31$212,464
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,444,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,444,282
Administrative expenses professional fees incurred2019-12-31$4,002
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$6,596,477
Participant contributions at end of year2019-12-31$1,882,887
Participant contributions at beginning of year2019-12-31$1,684,575
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,109
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,815
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$441,316
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$1,083
Administrative expenses (other) incurred2019-12-31$154,709
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$20,598,471
Value of net assets at end of year (total assets less liabilities)2019-12-31$121,055,206
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$100,456,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$114,349,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$94,027,279
Interest on participant loans2019-12-31$98,003
Interest earned on other investments2019-12-31$114,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,821,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,739,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,545,759
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$3,512,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,974,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LUTZ & COMPANY, PC
Accountancy firm EIN2019-12-31470628516
2018 : REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,509,405
Total of all expenses incurred2018-12-31$10,850,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,645,380
Expenses. Certain deemed distributions of participant loans2018-12-31$19,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,782,290
Value of total assets at end of year2018-12-31$100,456,735
Value of total assets at beginning of year2018-12-31$107,798,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$186,164
Total interest from all sources2018-12-31$85,505
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,132,928
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$2,132,928
Administrative expenses professional fees incurred2018-12-31$5,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$6,569,625
Participant contributions at end of year2018-12-31$1,684,575
Participant contributions at beginning of year2018-12-31$1,592,396
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,815
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$690,314
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,083
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$522
Other income not declared elsewhere2018-12-31$-534
Administrative expenses (other) incurred2018-12-31$181,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,341,564
Value of net assets at end of year (total assets less liabilities)2018-12-31$100,456,735
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$107,798,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$94,027,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$102,885,968
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,271,437
Interest on participant loans2018-12-31$83,897
Interest earned on other investments2018-12-31$1,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,739,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$47,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,530,779
Net investment gain/loss from pooled separate accounts2018-12-31$39,995
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$3,522,351
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,645,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COUNTRYMAN ASSOCIATES, PC
Accountancy firm EIN2018-12-31470623143
2017 : REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$25,201,093
Total of all expenses incurred2017-12-31$7,464,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,294,510
Value of total corrective distributions2017-12-31$1,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,813,692
Value of total assets at end of year2017-12-31$107,798,299
Value of total assets at beginning of year2017-12-31$90,062,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$168,800
Total interest from all sources2017-12-31$61,731
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,005,819
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$2,005,819
Administrative expenses professional fees incurred2017-12-31$8,800
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,090,817
Participant contributions at end of year2017-12-31$1,592,396
Participant contributions at beginning of year2017-12-31$1,024,347
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$9,190
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$299,459
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$320
Administrative expenses (other) incurred2017-12-31$160,000
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$17,736,135
Value of net assets at end of year (total assets less liabilities)2017-12-31$107,798,299
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$90,062,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$102,885,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$86,010,464
Value of interest in pooled separate accounts at end of year2017-12-31$3,271,437
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,972,941
Interest on participant loans2017-12-31$61,689
Interest earned on other investments2017-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$47,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$44,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,290,239
Net investment gain/loss from pooled separate accounts2017-12-31$29,612
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$3,423,416
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,294,510
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COUNTRYMAN ASSOCIATES, PC
Accountancy firm EIN2017-12-31470623143
2016 : REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$17,372,531
Total of all expenses incurred2016-12-31$7,731,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,645,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,919,984
Value of total assets at end of year2016-12-31$90,062,164
Value of total assets at beginning of year2016-12-31$80,420,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$86,086
Total interest from all sources2016-12-31$17,151
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,596,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,596,829
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,883,526
Participant contributions at end of year2016-12-31$1,024,347
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$9,190
Participant contributions at beginning of year2016-12-31$194,386
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$597,593
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$320
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$86,086
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$9,641,264
Value of net assets at end of year (total assets less liabilities)2016-12-31$90,062,164
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$80,420,900
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$86,010,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$76,883,977
Value of interest in pooled separate accounts at end of year2016-12-31$2,972,941
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,210,460
Interest on participant loans2016-12-31$17,087
Interest earned on other investments2016-12-31$64
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$44,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$25,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,807,006
Net investment gain/loss from pooled separate accounts2016-12-31$31,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,438,865
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$106,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,645,181
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CONTRYMAN ASSOCIATES, PC
Accountancy firm EIN2016-12-31470623143
2015 : REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$9,528,529
Total of all expenses incurred2015-12-31$8,356,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,229,757
Value of total corrective distributions2015-12-31$40
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,288,078
Value of total assets at end of year2015-12-31$80,420,900
Value of total assets at beginning of year2015-12-31$79,248,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$126,723
Total interest from all sources2015-12-31$26
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,412,331
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$1,412,331
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,081,571
Participant contributions at end of year2015-12-31$194,386
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$748,179
Administrative expenses (other) incurred2015-12-31$126,723
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$52,447
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$1,172,009
Value of net assets at end of year (total assets less liabilities)2015-12-31$80,420,900
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$79,248,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$76,883,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$76,564,358
Value of interest in pooled separate accounts at end of year2015-12-31$3,210,460
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,631,723
Interest earned on other investments2015-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$25,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,200,977
Net investment gain/loss from pooled separate accounts2015-12-31$29,071
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$3,458,328
Employer contributions (assets) at end of year2015-12-31$106,549
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$8,229,757
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CONTRYMAN ASSOCIATES, PC
Accountancy firm EIN2015-12-31470623143
2014 : REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$21,323,829
Total of all expenses incurred2014-12-31$7,148,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,075,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,124,703
Value of total assets at end of year2014-12-31$79,248,891
Value of total assets at beginning of year2014-12-31$65,074,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$73,041
Total interest from all sources2014-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,707,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,707,735
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$5,806,915
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,006,075
Administrative expenses (other) incurred2014-12-31$73,041
Total non interest bearing cash at end of year2014-12-31$52,447
Total non interest bearing cash at beginning of year2014-12-31$22,621
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$14,174,866
Value of net assets at end of year (total assets less liabilities)2014-12-31$79,248,891
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$65,074,025
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$76,564,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$62,095,360
Value of interest in pooled separate accounts at end of year2014-12-31$2,631,723
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,954,380
Interest earned on other investments2014-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,463,702
Net investment gain/loss from pooled separate accounts2014-12-31$27,687
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$3,311,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,075,922
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CONTRYMAN ASSOCIATES, PC
Accountancy firm EIN2014-12-31470623143
2013 : REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$18,654,115
Total of all expenses incurred2013-12-31$4,806,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,778,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,631,585
Value of total assets at end of year2013-12-31$65,074,025
Value of total assets at beginning of year2013-12-31$51,225,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,303
Total interest from all sources2013-12-31$159
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,338,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,338,005
Administrative expenses professional fees incurred2013-12-31$2,200
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,975,392
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$263,362
Administrative expenses (other) incurred2013-12-31$25,103
Total non interest bearing cash at end of year2013-12-31$22,621
Total non interest bearing cash at beginning of year2013-12-31$21,525
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$13,848,100
Value of net assets at end of year (total assets less liabilities)2013-12-31$65,074,025
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$51,225,925
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$62,095,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$47,978,228
Value of interest in pooled separate accounts at end of year2013-12-31$2,954,380
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,205,787
Interest earned on other investments2013-12-31$159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$20,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,649,112
Net investment gain/loss from pooled separate accounts2013-12-31$35,254
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$3,392,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,778,712
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CONTRYMAN ASSOCIATES, PC
Accountancy firm EIN2013-12-31470623143
2012 : REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$14,053,632
Total of all expenses incurred2012-12-31$3,047,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,034,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,234,832
Value of total assets at end of year2012-12-31$51,225,925
Value of total assets at beginning of year2012-12-31$40,219,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,309
Total interest from all sources2012-12-31$102
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,162,678
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$1,162,678
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,779,313
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$131,450
Administrative expenses (other) incurred2012-12-31$13,309
Total non interest bearing cash at end of year2012-12-31$21,525
Total non interest bearing cash at beginning of year2012-12-31$4,326
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$11,006,289
Value of net assets at end of year (total assets less liabilities)2012-12-31$51,225,925
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,219,636
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$47,978,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$37,242,560
Value of interest in pooled separate accounts at end of year2012-12-31$3,205,787
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,952,688
Interest earned on other investments2012-12-31$102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$20,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$20,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,618,772
Net investment gain/loss from pooled separate accounts2012-12-31$37,248
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,324,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,034,034
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CONTRYMAN ASSOCIATES, PC
Accountancy firm EIN2012-12-31470623143
2010 : REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$11,351,195
Total of all expenses incurred2010-12-31$993,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$993,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,105,659
Value of total assets at end of year2010-12-31$32,982,481
Value of total assets at beginning of year2010-12-31$22,625,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27
Total interest from all sources2010-12-31$16
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$809,775
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$809,775
Was this plan covered by a fidelity bond2010-12-31No
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$5,058,696
Assets. Other investments not covered elsewhere at end of year2010-12-31$32,544
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$167,711
Other income not declared elsewhere2010-12-31$3,176
Administrative expenses (other) incurred2010-12-31$27
Total non interest bearing cash at end of year2010-12-31$6,944
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,357,381
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,982,481
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,625,100
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$30,696,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,665,174
Value of interest in pooled separate accounts at end of year2010-12-31$2,227,608
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,945,903
Interest earned on other investments2010-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$18,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,361,871
Net investment gain/loss from pooled separate accounts2010-12-31$70,698
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$2,879,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$993,787
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CONTRYMAN ASSOCIATES, PC
Accountancy firm EIN2010-12-31470623143
2009 : REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS 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 REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN

2022: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2009: REGIONAL WEST HEALTH SERVICES RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080366
Policy instance 2
Insurance contract or identification numberTT080366
Number of Individuals Covered2059
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080366
Policy instance 1
Insurance contract or identification numberTT080366
Number of Individuals Covered2059
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,288
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,288
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080366
Policy instance 2
Insurance contract or identification numberTT080366
Number of Individuals Covered2066
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080366
Policy instance 1
Insurance contract or identification numberTT080366
Number of Individuals Covered2066
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,417
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,417
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080366
Policy instance 2
Insurance contract or identification numberTT080366
Number of Individuals Covered2048
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080366
Policy instance 1
Insurance contract or identification numberTT080366
Number of Individuals Covered2048
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,788
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,788
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080366
Policy instance 1
Insurance contract or identification numberTT080366
Number of Individuals Covered1971
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $63
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080366
Policy instance 2
Insurance contract or identification numberTT080366
Number of Individuals Covered1971
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number
Policy instance 2
Number of Individuals Covered2104
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080366
Policy instance 1
Insurance contract or identification numberTT080366
Number of Individuals Covered2104
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,976
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,976
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080366
Policy instance 1
Insurance contract or identification numberTT080366
Number of Individuals Covered1988
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,723
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,723
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080366
Policy instance 1
Insurance contract or identification numberTT080366
Number of Individuals Covered1780
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,758
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,758
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES & ASSOCIATES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080366
Policy instance 1
Insurance contract or identification numberTT080366
Number of Individuals Covered1811
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,933
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,933
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES & ASSOCIATES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080366
Policy instance 1
Insurance contract or identification numberTT080366
Number of Individuals Covered1783
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,748
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,748
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080366
Policy instance 1
Insurance contract or identification numberTT080366
Number of Individuals Covered1780
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,514
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,514
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080366
Policy instance 1
Insurance contract or identification numberTT080366
Number of Individuals Covered1590
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,055
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,055
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES

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

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

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

See full terms and conditions

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