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HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 401k Plan overview

Plan NameHEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN
Plan identification number 001

HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN Benefits

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

HEGG MEMORIAL HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:HEGG MEMORIAL HEALTH CENTER
Employer identification number (EIN):420932564
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TAMMY FABER2023-10-05
0012021-01-01TAMMY FABER2022-10-12
0012020-01-01TAMMY FABER2021-10-11
0012019-01-01TAMMY FABER2020-09-28
0012018-01-01TAMMY FABER2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01TAMMY FABER
0012013-01-01TAMMY FABER
0012012-01-01TAMMY FABER
0012011-01-01GLENN ZEVENBERGEN
0012010-01-01TAMMY FABER
0012009-01-01TAMMY FABER

Plan Statistics for HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN

401k plan membership statisitcs for HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN

Measure Date Value
2022: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01301
Total number of active participants reported on line 7a of the Form 55002022-01-01212
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01278
Number of participants with account balances2022-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01291
Total number of active participants reported on line 7a of the Form 55002021-01-01209
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0175
Total of all active and inactive participants2021-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01284
Number of participants with account balances2021-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01283
Total number of active participants reported on line 7a of the Form 55002020-01-01209
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0166
Total of all active and inactive participants2020-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01275
Number of participants with account balances2020-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01257
Total number of active participants reported on line 7a of the Form 55002019-01-01188
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01244
Number of participants with account balances2019-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01246
Total number of active participants reported on line 7a of the Form 55002018-01-01197
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01249
Number of participants with account balances2018-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01255
Total number of active participants reported on line 7a of the Form 55002017-01-01201
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01239
Number of participants with account balances2017-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01246
Total number of active participants reported on line 7a of the Form 55002016-01-01210
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01252
Number of participants with account balances2016-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01255
Total number of active participants reported on line 7a of the Form 55002015-01-01211
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01242
Number of participants with account balances2015-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01257
Total number of active participants reported on line 7a of the Form 55002014-01-01219
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01250
Number of participants with account balances2014-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01243
Total number of active participants reported on line 7a of the Form 55002013-01-01221
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01248
Number of participants with account balances2013-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01241
Total number of active participants reported on line 7a of the Form 55002012-01-01212
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01236
Number of participants with account balances2012-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01231
Total number of active participants reported on line 7a of the Form 55002011-01-01201
Number of retired or separated participants receiving benefits2011-01-0122
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01223
Number of participants with account balances2011-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01227
Total number of active participants reported on line 7a of the Form 55002010-01-01199
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01219
Number of participants with account balances2010-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01217
Total number of active participants reported on line 7a of the Form 55002009-01-01191
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01210
Number of participants with account balances2009-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN

Measure Date Value
2022 : HEGG MEMORIAL HEALTH CENTER RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-688,572
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,315,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,310,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$937,498
Value of total assets at end of year2022-12-31$7,206,140
Value of total assets at beginning of year2022-12-31$9,209,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,306
Total interest from all sources2022-12-31$356
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$2,730
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
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$626,889
Participant contributions at end of year2022-12-31$1,594
Participant contributions at beginning of year2022-12-31$12,594
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$10,487
Other income not declared elsewhere2022-12-31$770
Total non interest bearing cash at end of year2022-12-31$11,403
Total non interest bearing cash at beginning of year2022-12-31$1,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,003,653
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,206,140
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,209,793
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
Interest on participant loans2022-12-31$356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,187,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,194,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,627,196
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$300,122
Employer contributions (assets) at end of year2022-12-31$5,526
Employer contributions (assets) at beginning of year2022-12-31$1,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,310,775
Contract administrator fees2022-12-31$1,576
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
Accountancy firm EIN2022-12-31450250958
2021 : HEGG MEMORIAL HEALTH CENTER RETIREMENT 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$2,746
Total income from all sources (including contributions)2021-12-31$1,906,798
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$946,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$943,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$953,602
Value of total assets at end of year2021-12-31$9,209,793
Value of total assets at beginning of year2021-12-31$8,252,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,246
Total interest from all sources2021-12-31$1,096
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,986
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
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$608,294
Participant contributions at end of year2021-12-31$12,594
Participant contributions at beginning of year2021-12-31$23,096
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$133,894
Other income not declared elsewhere2021-12-31$151
Total non interest bearing cash at end of year2021-12-31$1,338
Total non interest bearing cash at beginning of year2021-12-31$2,424
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$959,841
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,209,793
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,249,952
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
Interest on participant loans2021-12-31$1,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,194,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,227,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$951,949
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$211,414
Employer contributions (assets) at end of year2021-12-31$1,334
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$943,711
Contract administrator fees2021-12-31$1,260
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,746
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 name2021-12-31VAN BRUGGEN & VANDE VEGTE PC
Accountancy firm EIN2021-12-31421462287
2020 : HEGG MEMORIAL HEALTH CENTER RETIREMENT 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$2,746
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$2,066,990
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,289,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,284,493
Value of total corrective distributions2020-12-31$2,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,034,630
Value of total assets at end of year2020-12-31$8,252,698
Value of total assets at beginning of year2020-12-31$7,472,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,203
Total interest from all sources2020-12-31$1,932
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,325
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
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$616,564
Participant contributions at end of year2020-12-31$23,096
Participant contributions at beginning of year2020-12-31$41,747
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$194,485
Other income not declared elsewhere2020-12-31$2,401
Total non interest bearing cash at end of year2020-12-31$2,424
Total non interest bearing cash at beginning of year2020-12-31$7,430
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$777,548
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,249,952
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,472,404
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
Interest on participant loans2020-12-31$1,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,227,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,423,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,028,027
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$223,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,284,493
Contract administrator fees2020-12-31$878
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,746
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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 name2020-12-31VAN BRUGGEN & VANDE VEGTE PC
Accountancy firm EIN2020-12-31421462287
2019 : HEGG MEMORIAL HEALTH CENTER RETIREMENT 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$1,899,236
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$757,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$754,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$750,050
Value of total assets at end of year2019-12-31$7,472,404
Value of total assets at beginning of year2019-12-31$6,330,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,586
Total interest from all sources2019-12-31$2,530
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,600
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$512,021
Participant contributions at end of year2019-12-31$41,747
Participant contributions at beginning of year2019-12-31$37,451
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$52,660
Other income not declared elsewhere2019-12-31$3,497
Total non interest bearing cash at end of year2019-12-31$7,430
Total non interest bearing cash at beginning of year2019-12-31$1,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,141,918
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,472,404
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,330,486
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
Interest on participant loans2019-12-31$2,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,423,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,291,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,143,159
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$185,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$754,732
Contract administrator fees2019-12-31$986
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 name2019-12-31VAN BRUGGEN & VANDE VEGTE PC
Accountancy firm EIN2019-12-31421462287
2018 : HEGG MEMORIAL HEALTH CENTER RETIREMENT 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$290,471
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$368,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$367,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$699,784
Value of total assets at end of year2018-12-31$6,330,486
Value of total assets at beginning of year2018-12-31$6,408,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,306
Total interest from all sources2018-12-31$1,514
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$477,451
Participant contributions at end of year2018-12-31$37,451
Participant contributions at beginning of year2018-12-31$21,529
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$40,205
Other income not declared elsewhere2018-12-31$3,272
Administrative expenses (other) incurred2018-12-31$855
Total non interest bearing cash at end of year2018-12-31$1,385
Total non interest bearing cash at beginning of year2018-12-31$2,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-77,896
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,330,486
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,408,382
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
Interest on participant loans2018-12-31$1,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,291,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,381,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-414,099
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$182,128
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$3,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$367,061
Contract administrator fees2018-12-31$451
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 name2018-12-31VAN BRUGGEN & VANDE VEGTE PC
Accountancy firm EIN2018-12-31421462287
2017 : HEGG MEMORIAL HEALTH CENTER RETIREMENT 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$1,505,791
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$706,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$704,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$752,566
Value of total assets at end of year2017-12-31$6,408,382
Value of total assets at beginning of year2017-12-31$5,609,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,048
Total interest from all sources2017-12-31$1,162
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,325
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$451,108
Participant contributions at end of year2017-12-31$21,529
Participant contributions at beginning of year2017-12-31$9,360
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$124,232
Other income not declared elsewhere2017-12-31$2,977
Total non interest bearing cash at end of year2017-12-31$2,186
Total non interest bearing cash at beginning of year2017-12-31$1,648
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$799,023
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,408,382
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,609,359
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
Interest on participant loans2017-12-31$721
Interest earned on other investments2017-12-31$441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,381,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,598,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$749,086
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$177,226
Employer contributions (assets) at end of year2017-12-31$3,257
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$704,720
Contract administrator fees2017-12-31$723
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 name2017-12-31VAN BRUGGEN & VANDE VEGTE PC
Accountancy firm EIN2017-12-31421462287
2016 : HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,014,993
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$371,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$370,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$652,834
Value of total assets at end of year2016-12-31$5,609,359
Value of total assets at beginning of year2016-12-31$4,965,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$776
Total interest from all sources2016-12-31$463
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$710
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$422,547
Participant contributions at end of year2016-12-31$9,360
Participant contributions at beginning of year2016-12-31$13,016
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$67,726
Other income not declared elsewhere2016-12-31$2,632
Total non interest bearing cash at end of year2016-12-31$1,648
Total non interest bearing cash at beginning of year2016-12-31$1,726
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$643,490
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,609,359
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,965,869
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
Interest on participant loans2016-12-31$463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,598,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,950,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$359,064
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$162,561
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$370,727
Contract administrator fees2016-12-31$66
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 name2016-12-31VAN BRUGGEN & VANDE VEGTE PC
Accountancy firm EIN2016-12-31421462287
2015 : HEGG MEMORIAL HEALTH CENTER RETIREMENT 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$478,475
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$380,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$379,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$573,654
Value of total assets at end of year2015-12-31$4,965,869
Value of total assets at beginning of year2015-12-31$4,867,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$820
Total interest from all sources2015-12-31$468
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$750
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$421,109
Participant contributions at end of year2015-12-31$13,016
Participant contributions at beginning of year2015-12-31$10,506
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$569
Other income not declared elsewhere2015-12-31$2,450
Total non interest bearing cash at end of year2015-12-31$1,726
Total non interest bearing cash at beginning of year2015-12-31$9,031
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$98,414
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,965,869
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,867,455
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
Interest on participant loans2015-12-31$468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,950,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,847,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-98,097
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$151,976
Employer contributions (assets) at end of year2015-12-31$609
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$379,241
Contract administrator fees2015-12-31$70
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 name2015-12-31VAN BRUGGEN & VANDE VEGTE PC
Accountancy firm EIN2015-12-31421462287
2014 : HEGG MEMORIAL HEALTH CENTER RETIREMENT 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$0
Total income from all sources (including contributions)2014-12-31$775,801
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$235,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$237,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$558,776
Value of total assets at end of year2014-12-31$4,867,455
Value of total assets at beginning of year2014-12-31$4,327,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$-1,380
Total interest from all sources2014-12-31$646
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$810
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$371,054
Participant contributions at end of year2014-12-31$10,506
Participant contributions at beginning of year2014-12-31$27,310
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$40,072
Total non interest bearing cash at end of year2014-12-31$9,031
Total non interest bearing cash at beginning of year2014-12-31$4,718
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$539,843
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,867,455
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,327,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1
Interest on participant loans2014-12-31$646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,847,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,295,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$216,379
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$147,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$237,338
Contract administrator fees2014-12-31$-2,191
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31VAN BRUGGEN & VANDE VEGTE PC
Accountancy firm EIN2014-12-31421462287
2013 : HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,115,878
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$222,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$211,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$553,482
Value of total assets at end of year2013-12-31$4,327,612
Value of total assets at beginning of year2013-12-31$3,434,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,826
Total interest from all sources2013-12-31$1,618
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$349,378
Participant contributions at end of year2013-12-31$27,310
Participant contributions at beginning of year2013-12-31$31,671
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$64,239
Total non interest bearing cash at end of year2013-12-31$4,718
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$893,292
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,327,612
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,434,320
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 pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,375,147
Interest on participant loans2013-12-31$1,234
Interest earned on other investments2013-12-31$384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,295,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$25,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$322,847
Net investment gain/loss from pooled separate accounts2013-12-31$237,931
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$139,865
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$2,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$211,760
Contract administrator fees2013-12-31$10,826
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31VAN BRUGGEN & VANDE VEGTE PC
Accountancy firm EIN2013-12-31421462287
2012 : HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$870,526
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$275,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$250,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$533,044
Value of total assets at end of year2012-12-31$3,434,320
Value of total assets at beginning of year2012-12-31$2,839,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,995
Total interest from all sources2012-12-31$2,725
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$575
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$340,019
Participant contributions at end of year2012-12-31$31,671
Participant contributions at beginning of year2012-12-31$26,046
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$13,899
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$54,551
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$594,847
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,434,320
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,839,473
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 pooled separate accounts at end of year2012-12-31$3,375,147
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,747,564
Interest on participant loans2012-12-31$1,233
Interest earned on other investments2012-12-31$1,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$25,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$46,038
Net investment gain/loss from pooled separate accounts2012-12-31$334,757
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$138,474
Employer contributions (assets) at end of year2012-12-31$2,333
Employer contributions (assets) at beginning of year2012-12-31$5,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$250,684
Contract administrator fees2012-12-31$24,420
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 name2012-12-31VAN BRUGGEN & VANDE VEGTE PC
Accountancy firm EIN2012-12-31421462287
2011 : HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$332,149
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$303,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$277,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$469,810
Value of total assets at end of year2011-12-31$2,839,473
Value of total assets at beginning of year2011-12-31$2,811,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,850
Total interest from all sources2011-12-31$2,374
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$339,504
Participant contributions at end of year2011-12-31$26,046
Participant contributions at beginning of year2011-12-31$25,044
Participant contributions at end of year2011-12-31$13,899
Participant contributions at beginning of year2011-12-31$12,666
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,135
Administrative expenses (other) incurred2011-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$28,198
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,839,473
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,811,275
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 pooled separate accounts at end of year2011-12-31$2,747,564
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,704,502
Interest on participant loans2011-12-31$1,011
Interest earned on other investments2011-12-31$1,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$46,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$64,413
Net investment gain/loss from pooled separate accounts2011-12-31$-140,035
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$127,171
Employer contributions (assets) at end of year2011-12-31$5,926
Employer contributions (assets) at beginning of year2011-12-31$4,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$277,101
Contract administrator fees2011-12-31$26,350
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 name2011-12-31VAN BRUGGEN & VANDE VEGTE PC
Accountancy firm EIN2011-12-31421462287
2010 : HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$719,650
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$149,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$125,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$444,647
Value of total assets at end of year2010-12-31$2,811,275
Value of total assets at beginning of year2010-12-31$2,241,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,278
Total interest from all sources2010-12-31$2,328
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$317,088
Participant contributions at end of year2010-12-31$25,044
Participant contributions at beginning of year2010-12-31$7,522
Participant contributions at end of year2010-12-31$12,666
Participant contributions at beginning of year2010-12-31$11,316
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,098
Administrative expenses (other) incurred2010-12-31$400
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$569,686
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,811,275
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,241,589
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 pooled separate accounts at end of year2010-12-31$2,704,502
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,159,938
Interest on participant loans2010-12-31$491
Interest earned on other investments2010-12-31$1,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$64,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$58,578
Net investment gain/loss from pooled separate accounts2010-12-31$272,675
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$120,461
Employer contributions (assets) at end of year2010-12-31$4,650
Employer contributions (assets) at beginning of year2010-12-31$4,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$125,686
Contract administrator fees2010-12-31$23,878
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 name2010-12-31VAN BRUGGEN & VANDE VEGTE PC
Accountancy firm EIN2010-12-31421462287
2009 : HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN

2022: HEGG MEMORIAL HEALTH CENTER RETIREMENT 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: HEGG MEMORIAL HEALTH CENTER RETIREMENT 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: HEGG MEMORIAL HEALTH CENTER RETIREMENT 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: HEGG MEMORIAL HEALTH CENTER RETIREMENT 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
2018: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final 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: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HEGG MEMORIAL HEALTH CENTER RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110850
Policy instance 1
Insurance contract or identification number110850
Number of Individuals Covered254
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $23,715
Total amount of fees paid to insurance companyUSD $3,960
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
Commission paid to Insurance BrokerUSD $23,715
Insurance broker organization code?3
Amount paid for insurance broker fees3960
Additional information about fees paid to insurance brokerTPA FORUM PAYMENTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110850
Policy instance 1
Insurance contract or identification number110850
Number of Individuals Covered265
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $26,497
Total amount of fees paid to insurance companyUSD $4,431
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
Commission paid to Insurance BrokerUSD $26,497
Insurance broker organization code?3
Amount paid for insurance broker fees4431
Additional information about fees paid to insurance brokerTPA FORUM PAYMENTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110850
Policy instance 1
Insurance contract or identification number110850
Number of Individuals Covered267
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $21,782
Total amount of fees paid to insurance companyUSD $3,651
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
Commission paid to Insurance BrokerUSD $21,782
Insurance broker organization code?3
Amount paid for insurance broker fees3651
Additional information about fees paid to insurance brokerTPA FORUM PAYMENTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110850
Policy instance 1
Insurance contract or identification number110850
Number of Individuals Covered259
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $20,679
Total amount of fees paid to insurance companyUSD $3,472
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
Commission paid to Insurance BrokerUSD $20,679
Insurance broker organization code?3
Amount paid for insurance broker fees3472
Additional information about fees paid to insurance broker743TPA FORUM PAYMENTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110850
Policy instance 1
Insurance contract or identification number110850
Number of Individuals Covered245
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $19,637
Total amount of fees paid to insurance companyUSD $3,291
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
Commission paid to Insurance BrokerUSD $19,637
Insurance broker organization code?3
Amount paid for insurance broker fees3291
Additional information about fees paid to insurance brokerTPA FORUM PAYMENTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110850
Policy instance 1
Insurance contract or identification number110850
Number of Individuals Covered228
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $17,649
Total amount of fees paid to insurance companyUSD $2,951
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
Commission paid to Insurance BrokerUSD $17,649
Insurance broker organization code?3
Amount paid for insurance broker fees2951
Additional information about fees paid to insurance brokerTPA FORUM PAYMENTS
Insurance broker nameRETIREMENT STRATEGIES LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110850
Policy instance 1
Insurance contract or identification number110850
Number of Individuals Covered227
Insurance policy start date2015-05-27
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,657
Total amount of fees paid to insurance companyUSD $2,456
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,657
Insurance broker organization code?3
Amount paid for insurance broker fees2456
Additional information about fees paid to insurance brokerTPA FORUM PAYMENTS
Insurance broker nameRETIREMENT STRATEGIES LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110850
Policy instance 1
Insurance contract or identification number110850
Number of Individuals Covered223
Insurance policy start date2014-05-27
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,839
Total amount of fees paid to insurance companyUSD $5,874
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,839
Insurance broker organization code?3
Amount paid for insurance broker fees5874
Additional information about fees paid to insurance brokerTPA FORUM PAYMENTS
Insurance broker nameRETIREMENT STRATEGIES LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110850
Policy instance 2
Insurance contract or identification number110850
Number of Individuals Covered211
Insurance policy start date2013-05-27
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $30,223
Total amount of fees paid to insurance companyUSD $6,391
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,223
Insurance broker organization code?3
Amount paid for insurance broker fees6391
Additional information about fees paid to insurance brokerTPA FORUM PAYMENTS
Insurance broker nameRETIREMENT STRATEGIES LLC
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648228
Policy instance 1
Insurance contract or identification number648228
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,411
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $4,058
Insurance broker organization code?3
Insurance broker nameTHOMAS VOORHEES CHFC CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648228
Policy instance 1
Insurance contract or identification number648228
Number of Individuals Covered197
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,609
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $7,957
Insurance broker organization code?3
Insurance broker nameTHOMAS VOORHEES CHFC CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648228
Policy instance 1
Insurance contract or identification number648228
Number of Individuals Covered223
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,346
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number648228
Policy instance 1
Insurance contract or identification number648228
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,565
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $7,174
Insurance broker organization code?3
Insurance broker nameTHOMAS VOORHEES CHFC CLU

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