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NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 401k Plan overview

Plan NameNORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN
Plan identification number 001

NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORTHWOOD HEALTH SYSTEMS INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTHWOOD HEALTH SYSTEMS INC.
Employer identification number (EIN):550540374
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01RICHARD STOCKLEY
0012015-07-01RICHARD STOCKLEY
0012014-07-01RICHARD STOCKLEY RICHARD STOCKLEY2016-04-15
0012013-07-01RICHARD STOCKLEY RICHARD STOCKLEY2015-03-03
0012012-07-01RICHARD STOCKLEY RICHARD STOCKLEY2014-04-15
0012011-07-01RICHARD STOCKLEY RICHARD STOCKLEY2013-01-11
0012009-07-01RICHARD STOCKLEY
0012009-07-01RICHARD STOCKLEY

Plan Statistics for NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN

401k plan membership statisitcs for NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN

Measure Date Value
2022: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01631
Total number of active participants reported on line 7a of the Form 55002022-07-01540
Number of retired or separated participants receiving benefits2022-07-0115
Number of other retired or separated participants entitled to future benefits2022-07-0167
Total of all active and inactive participants2022-07-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-016
Total participants2022-07-01628
Number of participants with account balances2022-07-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0114
2021: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01657
Total number of active participants reported on line 7a of the Form 55002021-07-01489
Number of retired or separated participants receiving benefits2021-07-0116
Number of other retired or separated participants entitled to future benefits2021-07-0171
Total of all active and inactive participants2021-07-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01576
Number of participants with account balances2021-07-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0129
2020: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01612
Total number of active participants reported on line 7a of the Form 55002020-07-01479
Number of retired or separated participants receiving benefits2020-07-0112
Number of other retired or separated participants entitled to future benefits2020-07-01128
Total of all active and inactive participants2020-07-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01619
Number of participants with account balances2020-07-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0129
2019: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01655
Total number of active participants reported on line 7a of the Form 55002019-07-01511
Number of retired or separated participants receiving benefits2019-07-0110
Number of other retired or separated participants entitled to future benefits2019-07-0191
Total of all active and inactive participants2019-07-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01612
Number of participants with account balances2019-07-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0125
2018: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01584
Total number of active participants reported on line 7a of the Form 55002018-07-01454
Number of retired or separated participants receiving benefits2018-07-0111
Number of other retired or separated participants entitled to future benefits2018-07-01131
Total of all active and inactive participants2018-07-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01596
Number of participants with account balances2018-07-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0134
2017: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01645
Total number of active participants reported on line 7a of the Form 55002017-07-01463
Number of retired or separated participants receiving benefits2017-07-015
Number of other retired or separated participants entitled to future benefits2017-07-01107
Total of all active and inactive participants2017-07-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01575
Number of participants with account balances2017-07-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0139
2016: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01647
Total number of active participants reported on line 7a of the Form 55002016-07-01580
Number of retired or separated participants receiving benefits2016-07-011
Number of other retired or separated participants entitled to future benefits2016-07-0160
Total of all active and inactive participants2016-07-01641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-014
Total participants2016-07-01645
Number of participants with account balances2016-07-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-018
2015: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01282
Total number of active participants reported on line 7a of the Form 55002015-07-01569
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-0175
Total of all active and inactive participants2015-07-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01646
Number of participants with account balances2015-07-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0124
2014: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01350
Total number of active participants reported on line 7a of the Form 55002014-07-01279
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-013
Total participants2014-07-01282
Number of participants with account balances2014-07-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-018
2013: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01332
Total number of active participants reported on line 7a of the Form 55002013-07-01231
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-0173
Total of all active and inactive participants2013-07-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01306
Number of participants with account balances2013-07-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0119
2012: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01343
Total number of active participants reported on line 7a of the Form 55002012-07-01268
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-0160
Total of all active and inactive participants2012-07-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01329
Number of participants with account balances2012-07-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0136
2011: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01315
Total number of active participants reported on line 7a of the Form 55002011-07-01271
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0167
Total of all active and inactive participants2011-07-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01338
Number of participants with account balances2011-07-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0130
2009: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01655
Total number of active participants reported on line 7a of the Form 55002009-07-01278
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01262
Total of all active and inactive participants2009-07-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01540
Number of participants with account balances2009-07-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0149

Financial Data on NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN

Measure Date Value
2023 : NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$91,337
Total income from all sources (including contributions)2023-06-30$2,062,654
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$1,231,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,179,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,219,115
Value of total assets at end of year2023-06-30$14,651,217
Value of total assets at beginning of year2023-06-30$13,911,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$51,883
Total interest from all sources2023-06-30$76,454
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$582,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$582,482
Administrative expenses professional fees incurred2023-06-30$6,700
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$479,169
Participant contributions at end of year2023-06-30$393,735
Participant contributions at beginning of year2023-06-30$457,547
Participant contributions at end of year2023-06-30$6,711
Participant contributions at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$7,366
Liabilities. Value of operating payables at end of year2023-06-30$0
Liabilities. Value of operating payables at beginning of year2023-06-30$91,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Income. Non cash contributions2023-06-30$0
Value of net income/loss2023-06-30$830,777
Value of net assets at end of year (total assets less liabilities)2023-06-30$14,651,217
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$13,820,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$11,211,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$10,712,033
Interest on participant loans2023-06-30$19,822
Interest earned on other investments2023-06-30$56,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$3,039,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$2,742,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$184,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$732,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,179,994
Contract administrator fees2023-06-30$45,183
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN2023-06-30251871184
2022 : NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$91,337
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-226,945
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$554,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$496,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,056,703
Value of total assets at end of year2022-06-30$13,911,777
Value of total assets at beginning of year2022-06-30$14,601,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$58,170
Total interest from all sources2022-06-30$84,035
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$611,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$611,279
Administrative expenses professional fees incurred2022-06-30$6,700
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$488,977
Participant contributions at end of year2022-06-30$457,547
Participant contributions at beginning of year2022-06-30$487,569
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Liabilities. Value of operating payables at end of year2022-06-30$91,337
Liabilities. Value of operating payables at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-781,523
Value of net assets at end of year (total assets less liabilities)2022-06-30$13,820,440
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$14,601,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$10,712,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$11,391,683
Interest on participant loans2022-06-30$21,768
Interest earned on other investments2022-06-30$62,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$2,742,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$2,720,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,978,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$567,726
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$2,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$496,408
Contract administrator fees2022-06-30$51,470
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN2022-06-30251871184
2021 : NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,942,851
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$734,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$677,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$883,360
Value of total assets at end of year2021-06-30$14,601,963
Value of total assets at beginning of year2021-06-30$12,393,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$57,624
Total interest from all sources2021-06-30$111,659
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$509,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$509,632
Administrative expenses professional fees incurred2021-06-30$6,500
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$426,766
Participant contributions at end of year2021-06-30$487,569
Participant contributions at beginning of year2021-06-30$437,633
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Income. Non cash contributions2021-06-30$0
Value of net income/loss2021-06-30$2,208,156
Value of net assets at end of year (total assets less liabilities)2021-06-30$14,601,963
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$12,393,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$11,391,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$8,526,347
Interest on participant loans2021-06-30$25,009
Interest earned on other investments2021-06-30$86,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$2,720,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$2,889,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,438,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$456,594
Employer contributions (assets) at end of year2021-06-30$2,506
Employer contributions (assets) at beginning of year2021-06-30$540,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$677,071
Contract administrator fees2021-06-30$51,124
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN2021-06-30251871184
2020 : NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$80,668
Total income from all sources (including contributions)2020-06-30$1,336,874
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$669,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$639,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$959,693
Value of total assets at end of year2020-06-30$12,393,807
Value of total assets at beginning of year2020-06-30$11,807,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$30,230
Total interest from all sources2020-06-30$73,200
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$312,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$312,778
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$405,824
Participant contributions at end of year2020-06-30$437,633
Participant contributions at beginning of year2020-06-30$327,892
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$99
Other income not declared elsewhere2020-06-30$52,889
Liabilities. Value of operating payables at end of year2020-06-30$0
Liabilities. Value of operating payables at beginning of year2020-06-30$80,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Income. Non cash contributions2020-06-30$0
Value of net income/loss2020-06-30$667,027
Value of net assets at end of year (total assets less liabilities)2020-06-30$12,393,807
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$11,726,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$8,526,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$8,857,853
Interest on participant loans2020-06-30$23,221
Interest earned on other investments2020-06-30$48,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$392,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$392,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$1,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$2,889,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$2,228,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-61,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$553,770
Employer contributions (assets) at end of year2020-06-30$540,228
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$639,617
Contract administrator fees2020-06-30$30,230
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN2020-06-30251871184
2019 : NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$80,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,417,690
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$643,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$636,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$812,856
Value of total assets at end of year2019-06-30$11,807,448
Value of total assets at beginning of year2019-06-30$10,952,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$7,538
Total interest from all sources2019-06-30$55,056
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$380,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$380,667
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$340,603
Participant contributions at end of year2019-06-30$327,892
Participant contributions at beginning of year2019-06-30$368,493
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$10,481
Other income not declared elsewhere2019-06-30$34,892
Liabilities. Value of operating payables at end of year2019-06-30$80,668
Liabilities. Value of operating payables at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Income. Non cash contributions2019-06-30$0
Value of net income/loss2019-06-30$773,978
Value of net assets at end of year (total assets less liabilities)2019-06-30$11,726,780
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$10,952,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$8,857,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$8,350,185
Interest on participant loans2019-06-30$17,735
Interest earned on other investments2019-06-30$31,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$392,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$362,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$362,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$5,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$2,228,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,871,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$134,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$461,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$636,174
Contract administrator fees2019-06-30$7,538
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN2019-06-30251871184
2018 : NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,346,409
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$520,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$512,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$717,810
Value of total assets at end of year2018-06-30$10,952,800
Value of total assets at beginning of year2018-06-30$10,127,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$8,025
Total interest from all sources2018-06-30$44,146
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$303,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$303,587
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$364,623
Participant contributions at end of year2018-06-30$368,493
Participant contributions at beginning of year2018-06-30$326,369
Other income not declared elsewhere2018-06-30$36,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Income. Non cash contributions2018-06-30$286
Value of net income/loss2018-06-30$825,785
Value of net assets at end of year (total assets less liabilities)2018-06-30$10,952,800
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$10,127,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$8,350,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$7,574,032
Interest on participant loans2018-06-30$15,395
Interest earned on other investments2018-06-30$26,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$362,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$588,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$588,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$2,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,871,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,638,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$244,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$352,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$512,599
Contract administrator fees2018-06-30$8,025
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SEACHRIST & ASSOCIATES, A.C.
Accountancy firm EIN2018-06-30550763147
2017 : NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,593,847
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$457,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$451,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$898,872
Value of total assets at end of year2017-06-30$10,127,015
Value of total assets at beginning of year2017-06-30$8,990,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$6,445
Total interest from all sources2017-06-30$36,346
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$176,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$176,395
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$323,277
Participant contributions at end of year2017-06-30$326,369
Participant contributions at beginning of year2017-06-30$287,724
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Other income not declared elsewhere2017-06-30$51,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,136,091
Value of net assets at end of year (total assets less liabilities)2017-06-30$10,127,015
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$8,990,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$7,574,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$7,252,788
Interest on participant loans2017-06-30$13,310
Interest earned on other investments2017-06-30$22,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$588,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,638,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,450,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$430,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$575,595
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$451,311
Contract administrator fees2017-06-30$6,445
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SEACHRIST, KENNON & MARLING A.C.
Accountancy firm EIN2017-06-30550763147
2016 : NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,388,361
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$205,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$195,894
Expenses. Certain deemed distributions of participant loans2016-06-30$2,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,125,715
Value of total assets at end of year2016-06-30$8,990,924
Value of total assets at beginning of year2016-06-30$7,808,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$7,102
Total interest from all sources2016-06-30$11,808
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$268,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$268,450
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$295,749
Participant contributions at end of year2016-06-30$287,724
Participant contributions at beginning of year2016-06-30$220,686
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$266,701
Other income not declared elsewhere2016-06-30$37,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$0
Value of net income/loss2016-06-30$1,182,882
Value of net assets at end of year (total assets less liabilities)2016-06-30$8,990,924
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,808,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$7,252,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$7,587,356
Interest on participant loans2016-06-30$11,808
Interest earned on other investments2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,450,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-55,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$563,265
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$195,894
Contract administrator fees2016-06-30$7,102
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SEACHRIST, KENNON & MARLING A.C.
Accountancy firm EIN2016-06-30550763147
2015 : NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,080,618
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$349,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$338,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$794,991
Value of total assets at end of year2015-06-30$7,808,042
Value of total assets at beginning of year2015-06-30$7,077,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$11,147
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$227,493
Participant contributions at end of year2015-06-30$220,686
Participant contributions at beginning of year2015-06-30$185,035
Participant contributions at beginning of year2015-06-30$0
Administrative expenses (other) incurred2015-06-30$11,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$730,845
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,808,042
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,077,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$7,587,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$6,478,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$285,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$567,498
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$413,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$338,626
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SEACHRIST KENNON & MARLING
Accountancy firm EIN2015-06-30550763147
2014 : NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,601,989
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$271,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$259,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$685,692
Value of total assets at end of year2014-06-30$7,077,197
Value of total assets at beginning of year2014-06-30$5,747,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$12,338
Total interest from all sources2014-06-30$8,769
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$199,083
Participant contributions at end of year2014-06-30$185,035
Participant contributions at beginning of year2014-06-30$161,749
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Administrative expenses (other) incurred2014-06-30$12,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,330,099
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,077,197
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,747,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$6,478,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,585,349
Interest on participant loans2014-06-30$8,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$907,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$486,609
Employer contributions (assets) at end of year2014-06-30$413,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$259,552
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SEACHRIST, KENNON & MARLING A.C.
Accountancy firm EIN2014-06-30550763147
2013 : NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,072,025
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$318,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$307,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$596,924
Value of total assets at end of year2013-06-30$5,747,098
Value of total assets at beginning of year2013-06-30$4,993,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$11,504
Total interest from all sources2013-06-30$8,416
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$188,312
Participant contributions at end of year2013-06-30$161,749
Participant contributions at beginning of year2013-06-30$147,745
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$6,624
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$1,361
Administrative expenses (other) incurred2013-06-30$11,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$753,419
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,747,098
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,993,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$5,585,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,839,310
Interest on participant loans2013-06-30$8,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$466,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$407,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$307,102
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SEACHRIST, KENNON & MARLING, A.C.
Accountancy firm EIN2013-06-30550763147
2012 : NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$495,230
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$191,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$172,323
Expenses. Certain deemed distributions of participant loans2012-06-30$8,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$613,673
Value of total assets at end of year2012-06-30$4,993,679
Value of total assets at beginning of year2012-06-30$4,690,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$10,714
Total interest from all sources2012-06-30$7,518
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30Yes
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$192,429
Participant contributions at end of year2012-06-30$147,745
Participant contributions at beginning of year2012-06-30$147,688
Participant contributions at end of year2012-06-30$6,624
Administrative expenses (other) incurred2012-06-30$10,714
Total non interest bearing cash at beginning of year2012-06-30$17,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$303,500
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,993,679
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,690,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$4,839,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$4,524,619
Value of interest in pooled separate accounts at beginning of year2012-06-30$0
Interest on participant loans2012-06-30$7,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-125,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$421,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$172,323
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30Yes
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SEACHRIST, KENNON & MARLING, A.C.
Accountancy firm EIN2012-06-30550763147
2011 : NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$4,194
Total income from all sources (including contributions)2011-06-30$1,173,346
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$540,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$528,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$541,223
Value of total assets at end of year2011-06-30$4,690,179
Value of total assets at beginning of year2011-06-30$4,061,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$12,264
Total interest from all sources2011-06-30$8,854
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$26
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$26
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30Yes
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$0
Amount contributed by the employer to the plan for this plan year2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$204,852
Participant contributions at end of year2011-06-30$147,688
Participant contributions at beginning of year2011-06-30$157,861
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Administrative expenses (other) incurred2011-06-30$12,264
Total non interest bearing cash at end of year2011-06-30$17,872
Total non interest bearing cash at beginning of year2011-06-30$4,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$633,052
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,690,179
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,057,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$4,524,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,167,236
Value of interest in pooled separate accounts at end of year2011-06-30$0
Interest on participant loans2011-06-30$8,537
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$731,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$731,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$292
Net investment gain/loss from pooled separate accounts2011-06-30$622,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$336,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$528,030
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30Yes
Liabilities. Value of benefit claims payable at end of year2011-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$4,194
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SEACHRIST, KENNON & MARLING, A.C.
Accountancy firm EIN2011-06-30550763147
2010 : NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN

2022: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: NORTHWOOD HEALTH SYSTEMS INC. 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-751893
Policy instance 1
Insurance contract or identification numberGA-751893
Number of Individuals Covered319
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-751893
Policy instance 1
Insurance contract or identification numberGA-751893
Number of Individuals Covered291
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-751893
Policy instance 1
Insurance contract or identification numberGA-751893
Number of Individuals Covered335
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-751893
Policy instance 1
Insurance contract or identification numberGA-751893
Number of Individuals Covered318
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-751893
Policy instance 1
Insurance contract or identification numberGA-751893
Number of Individuals Covered296
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-751893
Policy instance 1
Insurance contract or identification numberGA-751893
Number of Individuals Covered289
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGA-751893
Policy instance 1
Insurance contract or identification numberGA-751893
Number of Individuals Covered266
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751893
Policy instance 1
Insurance contract or identification numberGA-751893
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $23,397
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,397
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCY LIFE AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751893
Policy instance 1
Insurance contract or identification numberGA-751893
Number of Individuals Covered306
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $13,193
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,193
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCY LIFE AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751893
Policy instance 1
Insurance contract or identification numberGA-751893
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $16,353
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,353
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCY LIFE AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751893
Policy instance 1
Insurance contract or identification numberGA-751893
Number of Individuals Covered338
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $44,875
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751893
Policy instance 1
Insurance contract or identification numberGA-751893
Number of Individuals Covered308
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $44,875
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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