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MARY WASHINGTON HEALTHCARE 403(B) PLAN 401k Plan overview

Plan NameMARY WASHINGTON HEALTHCARE 403(B) PLAN
Plan identification number 003

MARY WASHINGTON HEALTHCARE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MARY WASHINGTON HEALTHCARE has sponsored the creation of one or more 401k plans.

Company Name:MARY WASHINGTON HEALTHCARE
Employer identification number (EIN):541240646
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about MARY WASHINGTON HEALTHCARE

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1983-05-31
Company Identification Number: 0242523
Legal Registered Office Address: 2300 FALL HILL AVE

FREDERICKSBURG
United States of America (USA)
22401

More information about MARY WASHINGTON HEALTHCARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARY WASHINGTON HEALTHCARE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01KATHY WALL
0032016-01-01KATHY WALL
0032015-01-01KATHY WALL
0032014-01-01KATHY WALL
0032013-01-01KATHY WALL
0032012-01-01SEAN BARDEN
0032011-01-01SEAN BARDEN
0032010-01-01KATHRYN WALL
0032009-01-01KATHY WALL
0032009-01-01KATHRYN WALL
0032009-01-01KATHRYN WALL

Plan Statistics for MARY WASHINGTON HEALTHCARE 403(B) PLAN

401k plan membership statisitcs for MARY WASHINGTON HEALTHCARE 403(B) PLAN

Measure Date Value
2022: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,304
Total number of active participants reported on line 7a of the Form 55002022-01-012,958
Number of retired or separated participants receiving benefits2022-01-0171
Number of other retired or separated participants entitled to future benefits2022-01-011,857
Total of all active and inactive participants2022-01-014,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0134
Total participants2022-01-014,920
Number of participants with account balances2022-01-014,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,551
Total number of active participants reported on line 7a of the Form 55002021-01-013,039
Number of retired or separated participants receiving benefits2021-01-0134
Number of other retired or separated participants entitled to future benefits2021-01-011,208
Total of all active and inactive participants2021-01-014,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0123
Total participants2021-01-014,304
Number of participants with account balances2021-01-014,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,250
Total number of active participants reported on line 7a of the Form 55002020-01-014,425
Number of retired or separated participants receiving benefits2020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-011,077
Total of all active and inactive participants2020-01-015,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0126
Total participants2020-01-015,551
Number of participants with account balances2020-01-013,835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,275
Total number of active participants reported on line 7a of the Form 55002019-01-014,266
Number of retired or separated participants receiving benefits2019-01-0141
Number of other retired or separated participants entitled to future benefits2019-01-01923
Total of all active and inactive participants2019-01-015,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0120
Total participants2019-01-015,250
Number of participants with account balances2019-01-013,765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,452
Total number of active participants reported on line 7a of the Form 55002018-01-013,930
Number of retired or separated participants receiving benefits2018-01-0157
Number of other retired or separated participants entitled to future benefits2018-01-011,267
Total of all active and inactive participants2018-01-015,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0121
Total participants2018-01-015,275
Number of participants with account balances2018-01-014,213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,938
Total number of active participants reported on line 7a of the Form 55002017-01-013,798
Number of retired or separated participants receiving benefits2017-01-0150
Number of other retired or separated participants entitled to future benefits2017-01-011,507
Total of all active and inactive participants2017-01-015,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0121
Total participants2017-01-015,376
Number of participants with account balances2017-01-014,578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,976
Total number of active participants reported on line 7a of the Form 55002016-01-013,733
Number of retired or separated participants receiving benefits2016-01-0150
Number of other retired or separated participants entitled to future benefits2016-01-011,123
Total of all active and inactive participants2016-01-014,906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0122
Total participants2016-01-014,928
Number of participants with account balances2016-01-014,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,948
Total number of active participants reported on line 7a of the Form 55002015-01-013,653
Number of retired or separated participants receiving benefits2015-01-0156
Number of other retired or separated participants entitled to future benefits2015-01-013,249
Total of all active and inactive participants2015-01-016,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0118
Total participants2015-01-016,976
Number of participants with account balances2015-01-016,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,380
Total number of active participants reported on line 7a of the Form 55002014-01-013,653
Number of retired or separated participants receiving benefits2014-01-0141
Number of other retired or separated participants entitled to future benefits2014-01-013,238
Total of all active and inactive participants2014-01-016,932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0115
Total participants2014-01-016,947
Number of participants with account balances2014-01-016,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,257
Total number of active participants reported on line 7a of the Form 55002013-01-014,290
Number of retired or separated participants receiving benefits2013-01-0136
Number of other retired or separated participants entitled to future benefits2013-01-013,042
Total of all active and inactive participants2013-01-017,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-017,379
Number of participants with account balances2013-01-016,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,827
Total number of active participants reported on line 7a of the Form 55002012-01-014,285
Number of retired or separated participants receiving benefits2012-01-0128
Number of other retired or separated participants entitled to future benefits2012-01-012,919
Total of all active and inactive participants2012-01-017,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-017,239
Number of participants with account balances2012-01-016,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,080
Total number of active participants reported on line 7a of the Form 55002011-01-014,525
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-012,283
Total of all active and inactive participants2011-01-016,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-016,815
Number of participants with account balances2011-01-016,815
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,798
Total number of active participants reported on line 7a of the Form 55002010-01-014,400
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-012,677
Total of all active and inactive participants2010-01-017,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017,080
Number of participants with account balances2010-01-016,539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,103
Total number of active participants reported on line 7a of the Form 55002009-01-014,650
Number of retired or separated participants receiving benefits2009-01-01476
Number of other retired or separated participants entitled to future benefits2009-01-011,672
Total of all active and inactive participants2009-01-016,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016,798
Number of participants with account balances2009-01-016,460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MARY WASHINGTON HEALTHCARE 403(B) PLAN

Measure Date Value
2022 : MARY WASHINGTON HEALTHCARE 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-26,910,102
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$21,268,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,777,445
Expenses. Certain deemed distributions of participant loans2022-12-31$10,191
Value of total corrective distributions2022-12-31$128,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$27,865,283
Value of total assets at end of year2022-12-31$265,470,510
Value of total assets at beginning of year2022-12-31$313,648,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$352,072
Total interest from all sources2022-12-31$270,538
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,297,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,297,111
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$19,992,654
Participant contributions at end of year2022-12-31$3,930,144
Participant contributions at beginning of year2022-12-31$3,800,499
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,802,005
Administrative expenses (other) incurred2022-12-31$352,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-48,178,301
Value of net assets at end of year (total assets less liabilities)2022-12-31$265,470,510
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$313,648,811
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$252,428,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$304,996,468
Interest on participant loans2022-12-31$174,249
Interest earned on other investments2022-12-31$1,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$9,075,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,815,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,815,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$95,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$35,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$35,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-61,343,034
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$6,070,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,777,445
Contract administrator fees2022-12-31$-387
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 name2022-12-31BAKER TILLY, US LLP
Accountancy firm EIN2022-12-31390859910
2021 : MARY WASHINGTON HEALTHCARE 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$64,273,029
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,405,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,026,610
Expenses. Certain deemed distributions of participant loans2021-12-31$31,394
Value of total corrective distributions2021-12-31$1,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$29,754,184
Value of total assets at end of year2021-12-31$313,648,811
Value of total assets at beginning of year2021-12-31$265,781,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$346,337
Total interest from all sources2021-12-31$193,738
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,371,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,371,570
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$18,188,024
Participant contributions at end of year2021-12-31$3,800,499
Participant contributions at beginning of year2021-12-31$4,118,505
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$512,013
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,117,259
Administrative expenses (other) incurred2021-12-31$346,337
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$47,867,113
Value of net assets at end of year (total assets less liabilities)2021-12-31$313,648,811
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$265,781,698
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$304,996,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$255,108,734
Interest on participant loans2021-12-31$191,946
Interest earned on other investments2021-12-31$1,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,815,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,837,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,837,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$35,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$35,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$25,953,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,448,901
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$169,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,026,610
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 name2021-12-31BAKER TILLY, US LLP
Accountancy firm EIN2021-12-31390859910
2020 : MARY WASHINGTON HEALTHCARE 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$182
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$55,013,596
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$19,112,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,680,568
Expenses. Certain deemed distributions of participant loans2020-12-31$130,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$20,363,979
Value of total assets at end of year2020-12-31$265,781,698
Value of total assets at beginning of year2020-12-31$229,880,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$301,966
Total interest from all sources2020-12-31$239,833
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,577,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,577,561
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$15,777,609
Participant contributions at end of year2020-12-31$4,118,505
Participant contributions at beginning of year2020-12-31$5,086,492
Participant contributions at end of year2020-12-31$512,013
Participant contributions at beginning of year2020-12-31$558,218
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$346
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,637,335
Administrative expenses (other) incurred2020-12-31$301,966
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$35,900,787
Value of net assets at end of year (total assets less liabilities)2020-12-31$265,781,698
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$229,880,729
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$255,108,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$221,904,166
Interest on participant loans2020-12-31$230,642
Interest earned on other investments2020-12-31$1,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,837,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,125,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,125,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$8,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$35,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$34,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$27,832,223
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$2,949,035
Employer contributions (assets) at end of year2020-12-31$169,071
Employer contributions (assets) at beginning of year2020-12-31$172,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,680,568
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2020-12-31550486667
2019 : MARY WASHINGTON HEALTHCARE 403(B) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$28
Total unrealized appreciation/depreciation of assets2019-12-31$28
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$66,965,653
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$22,614,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,141,204
Expenses. Certain deemed distributions of participant loans2019-12-31$105,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,546,728
Value of total assets at end of year2019-12-31$229,880,729
Value of total assets at beginning of year2019-12-31$185,529,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$367,963
Total interest from all sources2019-12-31$267,889
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$28,712,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$28,712,016
Administrative expenses professional fees incurred2019-12-31$15,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$15,012,799
Participant contributions at end of year2019-12-31$5,086,492
Participant contributions at beginning of year2019-12-31$5,032,119
Participant contributions at end of year2019-12-31$558,218
Participant contributions at beginning of year2019-12-31$520,510
Assets. Other investments not covered elsewhere at end of year2019-12-31$346
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,157,092
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,979
Administrative expenses (other) incurred2019-12-31$306,609
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$44,351,073
Value of net assets at end of year (total assets less liabilities)2019-12-31$229,880,729
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$185,529,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$46,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$221,904,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$156,427,873
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$23,390,408
Interest on participant loans2019-12-31$229,865
Interest earned on other investments2019-12-31$15,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,125,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$22,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$34,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$151,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,178,919
Net investment gain/loss from pooled separate accounts2019-12-31$260,073
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$4,376,837
Employer contributions (assets) at end of year2019-12-31$172,101
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,141,204
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 name2019-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2019-12-31550486667
2018 : MARY WASHINGTON HEALTHCARE 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$8,621,906
Total of all expenses incurred2018-12-31$19,527,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,118,556
Expenses. Certain deemed distributions of participant loans2018-12-31$19,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,586,208
Value of total assets at end of year2018-12-31$185,529,656
Value of total assets at beginning of year2018-12-31$196,435,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$390,003
Total interest from all sources2018-12-31$186,855
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,122,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,122,356
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$14,306,524
Participant contributions at end of year2018-12-31$5,032,119
Participant contributions at beginning of year2018-12-31$4,620,164
Participant contributions at end of year2018-12-31$520,510
Participant contributions at beginning of year2018-12-31$505,236
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,247,981
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$6,979
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,247
Administrative expenses (other) incurred2018-12-31$344,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,905,768
Value of net assets at end of year (total assets less liabilities)2018-12-31$185,529,656
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$196,435,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$45,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$156,427,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$165,357,394
Value of interest in pooled separate accounts at end of year2018-12-31$23,390,408
Value of interest in pooled separate accounts at beginning of year2018-12-31$25,879,101
Interest on participant loans2018-12-31$186,510
Interest earned on other investments2018-12-31$345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$151,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$66,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-14,653,755
Net investment gain/loss from pooled separate accounts2018-12-31$380,242
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$31,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,118,556
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2018-12-31550486667
2017 : MARY WASHINGTON HEALTHCARE 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$41,699,383
Total of all expenses incurred2017-12-31$17,271,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,813,711
Expenses. Certain deemed distributions of participant loans2017-12-31$69,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,797,844
Value of total assets at end of year2017-12-31$196,435,424
Value of total assets at beginning of year2017-12-31$172,007,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$388,251
Total interest from all sources2017-12-31$150,951
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,695,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,695,986
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$13,830,075
Participant contributions at end of year2017-12-31$4,620,164
Participant contributions at beginning of year2017-12-31$4,311,363
Participant contributions at end of year2017-12-31$505,236
Participant contributions at beginning of year2017-12-31$484,721
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$960,105
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$9,209
Administrative expenses (other) incurred2017-12-31$345,309
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$24,427,627
Value of net assets at end of year (total assets less liabilities)2017-12-31$196,435,424
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$172,007,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$42,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$165,357,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$138,947,870
Value of interest in pooled separate accounts at end of year2017-12-31$25,879,101
Value of interest in pooled separate accounts at beginning of year2017-12-31$28,251,054
Interest on participant loans2017-12-31$150,752
Interest earned on other investments2017-12-31$199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$66,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$23,708,400
Net investment gain/loss from pooled separate accounts2017-12-31$346,202
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$7,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,813,711
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2017-12-31550486667
2016 : MARY WASHINGTON HEALTHCARE 403(B) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$318
Total income from all sources (including contributions)2016-12-31$29,076,172
Total of all expenses incurred2016-12-31$16,462,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,962,285
Expenses. Certain deemed distributions of participant loans2016-12-31$70,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,875,792
Value of total assets at end of year2016-12-31$172,007,797
Value of total assets at beginning of year2016-12-31$159,393,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$429,877
Total interest from all sources2016-12-31$138,726
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,534,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,534,402
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$13,098,284
Participant contributions at end of year2016-12-31$4,311,363
Participant contributions at beginning of year2016-12-31$4,398,559
Participant contributions at end of year2016-12-31$484,721
Participant contributions at beginning of year2016-12-31$277
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,777,508
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$9,209
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,630
Administrative expenses (other) incurred2016-12-31$388,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$12,613,618
Value of net assets at end of year (total assets less liabilities)2016-12-31$172,007,797
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$159,393,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$41,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$138,947,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$126,040,573
Value of interest in pooled separate accounts at end of year2016-12-31$28,251,054
Value of interest in pooled separate accounts at beginning of year2016-12-31$28,945,602
Interest on participant loans2016-12-31$138,536
Interest earned on other investments2016-12-31$190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,156,815
Net investment gain/loss from pooled separate accounts2016-12-31$370,437
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,962,285
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2016-12-31550486667
2015 : MARY WASHINGTON HEALTHCARE 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$13,172,250
Total of all expenses incurred2015-12-31$18,740,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,294,137
Expenses. Certain deemed distributions of participant loans2015-12-31$31,272
Value of total corrective distributions2015-12-31$1,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,027,484
Value of total assets at end of year2015-12-31$159,393,861
Value of total assets at beginning of year2015-12-31$164,962,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$413,616
Total interest from all sources2015-12-31$173,178
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,262,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,262,995
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$12,837,431
Participant contributions at end of year2015-12-31$4,398,559
Participant contributions at beginning of year2015-12-31$4,319,711
Participant contributions at end of year2015-12-31$277
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,187,081
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,630
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,223
Other income not declared elsewhere2015-12-31$17,303
Administrative expenses (other) incurred2015-12-31$377,390
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$58,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,568,244
Value of net assets at end of year (total assets less liabilities)2015-12-31$159,393,861
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$164,962,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$36,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$126,040,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$130,848,432
Value of interest in pooled separate accounts at end of year2015-12-31$28,945,602
Value of interest in pooled separate accounts at beginning of year2015-12-31$29,614,754
Interest on participant loans2015-12-31$171,150
Interest earned on other investments2015-12-31$2,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$116,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,649,391
Net investment gain/loss from pooled separate accounts2015-12-31$340,681
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$2,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,294,137
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2015-12-31560747981
2014 : MARY WASHINGTON HEALTHCARE 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$23,697,487
Total of all expenses incurred2014-12-31$18,347,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$17,901,013
Expenses. Certain deemed distributions of participant loans2014-12-31$72,013
Value of total corrective distributions2014-12-31$9,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,955,332
Value of total assets at end of year2014-12-31$164,962,105
Value of total assets at beginning of year2014-12-31$159,612,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$365,422
Total interest from all sources2014-12-31$177,096
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,899,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,899,696
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$13,109,354
Participant contributions at end of year2014-12-31$4,319,711
Participant contributions at beginning of year2014-12-31$4,671,511
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,843,809
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,820
Administrative expenses (other) incurred2014-12-31$363,422
Total non interest bearing cash at end of year2014-12-31$58,320
Total non interest bearing cash at beginning of year2014-12-31$64,623
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$5,350,022
Value of net assets at end of year (total assets less liabilities)2014-12-31$164,962,105
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$159,612,083
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$2,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$130,848,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$122,919,143
Value of interest in pooled separate accounts at end of year2014-12-31$29,614,754
Value of interest in pooled separate accounts at beginning of year2014-12-31$31,842,450
Interest on participant loans2014-12-31$173,983
Interest earned on other investments2014-12-31$3,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$116,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$111,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,302,091
Net investment gain/loss from pooled separate accounts2014-12-31$363,272
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$2,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$17,901,013
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2014-12-31560747981
2013 : MARY WASHINGTON HEALTHCARE 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$39,338,208
Total of all expenses incurred2013-12-31$11,164,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,741,604
Expenses. Certain deemed distributions of participant loans2013-12-31$58,019
Value of total corrective distributions2013-12-31$2,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,241,635
Value of total assets at end of year2013-12-31$159,612,083
Value of total assets at beginning of year2013-12-31$131,438,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$362,656
Total interest from all sources2013-12-31$174,475
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,125,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,125,701
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$13,467,224
Participant contributions at end of year2013-12-31$4,671,511
Participant contributions at beginning of year2013-12-31$4,672,657
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$773,909
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,012
Administrative expenses (other) incurred2013-12-31$362,656
Total non interest bearing cash at end of year2013-12-31$64,623
Total non interest bearing cash at beginning of year2013-12-31$103,622
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$28,173,849
Value of net assets at end of year (total assets less liabilities)2013-12-31$159,612,083
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$131,438,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$122,919,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$93,279,852
Value of interest in pooled separate accounts at end of year2013-12-31$31,842,450
Value of interest in pooled separate accounts at beginning of year2013-12-31$33,271,509
Interest on participant loans2013-12-31$171,692
Interest earned on other investments2013-12-31$2,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$111,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$107,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$22,365,227
Net investment gain/loss from pooled separate accounts2013-12-31$431,170
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$502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,741,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2013-12-31560747981
2012 : MARY WASHINGTON HEALTHCARE 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$26,032,989
Total of all expenses incurred2012-12-31$12,066,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,823,154
Expenses. Certain deemed distributions of participant loans2012-12-31$39,509
Value of total corrective distributions2012-12-31$648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,917,681
Value of total assets at end of year2012-12-31$131,438,234
Value of total assets at beginning of year2012-12-31$117,472,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$203,659
Total interest from all sources2012-12-31$176,588
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,819,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,819,492
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$13,073,099
Participant contributions at end of year2012-12-31$4,672,657
Participant contributions at beginning of year2012-12-31$4,234,785
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$844,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,228
Administrative expenses (other) incurred2012-12-31$203,659
Total non interest bearing cash at end of year2012-12-31$103,622
Total non interest bearing cash at beginning of year2012-12-31$32,582
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$13,966,019
Value of net assets at end of year (total assets less liabilities)2012-12-31$131,438,234
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$117,472,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$93,279,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$78,012,458
Value of interest in pooled separate accounts at end of year2012-12-31$33,271,509
Interest on participant loans2012-12-31$174,696
Interest earned on other investments2012-12-31$1,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$107,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$35,188,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,233,594
Net investment gain/loss from pooled separate accounts2012-12-31$-114,366
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,823,154
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHEN RUTHERFORD KNIGHT, PC
Accountancy firm EIN2012-12-31521202228
2011 : MARY WASHINGTON HEALTHCARE 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$626,983
Total unrealized appreciation/depreciation of assets2011-12-31$626,983
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$10,797,666
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,003,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,766,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,957,818
Value of total assets at end of year2011-12-31$117,472,215
Value of total assets at beginning of year2011-12-31$115,678,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$237,371
Total interest from all sources2011-12-31$172,707
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$1,000,000
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$12,468,905
Participant contributions at end of year2011-12-31$4,234,785
Participant contributions at beginning of year2011-12-31$3,681,186
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$426,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,604
Administrative expenses (other) incurred2011-12-31$237,371
Total non interest bearing cash at end of year2011-12-31$32,582
Total non interest bearing cash at beginning of year2011-12-31$8,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,794,170
Value of net assets at end of year (total assets less liabilities)2011-12-31$117,472,215
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$115,678,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$78,012,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$67,622,780
Interest on participant loans2011-12-31$172,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$96,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$96,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$35,188,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$44,265,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,959,842
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$62,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,766,125
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 name2011-12-31COHEN RUTHERFORD KNIGHT, PC
Accountancy firm EIN2011-12-31521202228
2010 : MARY WASHINGTON HEALTHCARE 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,206,497
Total unrealized appreciation/depreciation of assets2010-12-31$1,206,497
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$23,680,631
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,907,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,752,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,367,217
Value of total assets at end of year2010-12-31$115,678,045
Value of total assets at beginning of year2010-12-31$96,904,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$154,771
Total interest from all sources2010-12-31$328,281
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,569,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,569,473
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$12,412,136
Participant contributions at end of year2010-12-31$3,681,186
Participant contributions at beginning of year2010-12-31$2,062,900
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$955,081
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,604
Administrative expenses (other) incurred2010-12-31$154,771
Total non interest bearing cash at end of year2010-12-31$8,545
Total non interest bearing cash at beginning of year2010-12-31$8,545
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$18,773,321
Value of net assets at end of year (total assets less liabilities)2010-12-31$115,678,045
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$96,904,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$67,622,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$54,256,926
Interest on participant loans2010-12-31$98,390
Interest earned on other investments2010-12-31$229,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$96,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$86,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$86,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$44,265,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$40,489,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,209,163
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,752,539
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 name2010-12-31COHEN RUTHERFORD KNIGHT, PC
Accountancy firm EIN2010-12-31521202280
2009 : MARY WASHINGTON HEALTHCARE 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MARY WASHINGTON HEALTHCARE 403(B) PLAN

2022: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: MARY WASHINGTON HEALTHCARE 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143
Policy instance 1
Insurance contract or identification number57143
Number of Individuals Covered95
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143
Policy instance 1
Insurance contract or identification number57143
Number of Individuals Covered96
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143
Policy instance 1
Insurance contract or identification number57143
Number of Individuals Covered97
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069438
Policy instance 2
Insurance contract or identification numberTT069438
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143
Policy instance 1
Insurance contract or identification number57143
Number of Individuals Covered98
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143
Policy instance 1
Insurance contract or identification number57143
Number of Individuals Covered117
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069438
Policy instance 2
Insurance contract or identification numberTT069438
Number of Individuals Covered4146
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069438
Policy instance 2
Insurance contract or identification numberTT069438
Number of Individuals Covered4513
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143
Policy instance 1
Insurance contract or identification number57143
Number of Individuals Covered117
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069438
Policy instance 2
Insurance contract or identification numberTT069438
Number of Individuals Covered6332
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-001
Policy instance 1
Insurance contract or identification number57143-001
Number of Individuals Covered119
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069438
Policy instance 2
Insurance contract or identification numberTT069438
Number of Individuals Covered6327
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-001
Policy instance 1
Insurance contract or identification number57143-001
Number of Individuals Covered182
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-001
Policy instance 1
Insurance contract or identification number57143-001
Number of Individuals Covered191
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069438
Policy instance 2
Insurance contract or identification numberTT069438
Number of Individuals Covered6706
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069438
Policy instance 2
Insurance contract or identification numberTT069438
Number of Individuals Covered6743
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-001
Policy instance 1
Insurance contract or identification number57143-001
Number of Individuals Covered205
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892655-004
Policy instance 2
Insurance contract or identification number892655-004
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-001
Policy instance 1
Insurance contract or identification number57143-001
Number of Individuals Covered206
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892655-004
Policy instance 2
Insurance contract or identification number892655-004
Number of Individuals Covered6536
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number57143-001
Policy instance 1
Insurance contract or identification number57143-001
Number of Individuals Covered1482
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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