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SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 401k Plan overview

Plan NameSOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN
Plan identification number 002

SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SOUTHEASTERN REGIONAL MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:SOUTHEASTERN REGIONAL MEDICAL CENTER
Employer identification number (EIN):560530233
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01PATRICK EBRI
0022016-01-01C. THOMAS JOHNSON, III C. THOMAS JOHNSON, III2017-10-13
0022015-01-01C. THOMAS JOHNSON, III C. THOMAS JOHNSON, III2017-02-02
0022014-01-01C. THOMAS JOHNSON, III C. THOMAS JOHNSON, III2015-10-14
0022013-01-01C. THOMAS JOHNSON, III
0022012-01-01C. THOMAS JOHNSON, III
0022011-01-01C. THOMAS JOHNSON, III
0022010-01-01C. THOMAS JOHNSON, III C. THOMAS JOHNSON, III2011-10-14
0022009-01-01C. THOMAS JOHNSON, III C. THOMAS JOHNSON, III2010-10-14

Plan Statistics for SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN

401k plan membership statisitcs for SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN

Measure Date Value
2021: SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,530
Total number of active participants reported on line 7a of the Form 55002021-01-012,190
Number of retired or separated participants receiving benefits2021-01-0165
Number of other retired or separated participants entitled to future benefits2021-01-011,976
Total of all active and inactive participants2021-01-014,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-014,234
Number of participants with account balances2021-01-013,938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0151
2020: SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,166
Total number of active participants reported on line 7a of the Form 55002020-01-012,125
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,405
Total of all active and inactive participants2020-01-013,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,530
Number of participants with account balances2020-01-013,530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0180
2019: SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,302
Total number of active participants reported on line 7a of the Form 55002019-01-012,550
Number of other retired or separated participants entitled to future benefits2019-01-011,616
Total of all active and inactive participants2019-01-014,166
Total participants2019-01-014,166
Number of participants with account balances2019-01-013,976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0155
2018: SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,091
Total number of active participants reported on line 7a of the Form 55002018-01-012,657
Number of other retired or separated participants entitled to future benefits2018-01-011,676
Total of all active and inactive participants2018-01-014,333
Total participants2018-01-014,333
Number of participants with account balances2018-01-014,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0168
2017: SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,952
Total number of active participants reported on line 7a of the Form 55002017-01-012,582
Number of other retired or separated participants entitled to future benefits2017-01-011,517
Total of all active and inactive participants2017-01-014,099
Total participants2017-01-014,099
Number of participants with account balances2017-01-013,894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0162
2016: SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,720
Total number of active participants reported on line 7a of the Form 55002016-01-012,554
Number of other retired or separated participants entitled to future benefits2016-01-011,404
Total of all active and inactive participants2016-01-013,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,958
Number of participants with account balances2016-01-013,723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0168
2015: SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,571
Total number of active participants reported on line 7a of the Form 55002015-01-012,507
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,202
Total of all active and inactive participants2015-01-013,709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013,709
Number of participants with account balances2015-01-013,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0130
2014: SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,450
Total number of active participants reported on line 7a of the Form 55002014-01-012,392
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01957
Total of all active and inactive participants2014-01-013,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,349
Number of participants with account balances2014-01-013,346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,564
Total number of active participants reported on line 7a of the Form 55002013-01-012,585
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01901
Total of all active and inactive participants2013-01-013,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,486
Number of participants with account balances2013-01-013,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,921
Total number of active participants reported on line 7a of the Form 55002012-01-012,311
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01763
Total of all active and inactive participants2012-01-013,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,074
Number of participants with account balances2012-01-012,971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,865
Total number of active participants reported on line 7a of the Form 55002011-01-012,313
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01668
Total of all active and inactive participants2011-01-012,981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,981
Number of participants with account balances2011-01-012,770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,872
Total number of active participants reported on line 7a of the Form 55002010-01-012,280
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-01601
Total of all active and inactive participants2010-01-012,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,885
Number of participants with account balances2010-01-012,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,645
Total number of active participants reported on line 7a of the Form 55002009-01-012,240
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01498
Total of all active and inactive participants2009-01-012,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,738
Number of participants with account balances2009-01-012,113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN

Measure Date Value
2021 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$26,700,098
Total of all expenses incurred2021-12-31$11,762,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,466,413
Expenses. Certain deemed distributions of participant loans2021-12-31$26,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,359,593
Value of total assets at end of year2021-12-31$143,759,920
Value of total assets at beginning of year2021-12-31$128,822,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$270,235
Total interest from all sources2021-12-31$354,102
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,831,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,831,445
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,917,494
Participant contributions at end of year2021-12-31$1,219,364
Participant contributions at beginning of year2021-12-31$1,571,176
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$227,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$14,937,155
Value of net assets at end of year (total assets less liabilities)2021-12-31$143,759,920
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$128,822,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$132,130,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$117,002,958
Interest on participant loans2021-12-31$65,494
Interest earned on other investments2021-12-31$288,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,409,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,248,631
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,122,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,154,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,215,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,344,125
Contract administrator fees2021-12-31$270,235
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31S. PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm EIN2021-12-31560731565
2020 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$23,837,065
Total of all expenses incurred2020-12-31$12,664,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,237,947
Expenses. Certain deemed distributions of participant loans2020-12-31$41,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,029,528
Value of total assets at end of year2020-12-31$128,822,765
Value of total assets at beginning of year2020-12-31$117,650,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$384,951
Total interest from all sources2020-12-31$404,185
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,598,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,598,454
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,830,711
Participant contributions at end of year2020-12-31$1,571,176
Participant contributions at beginning of year2020-12-31$1,818,948
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$69,868
Other income not declared elsewhere2020-12-31$-171,501
Administrative expenses (other) incurred2020-12-31$384,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,172,450
Value of net assets at end of year (total assets less liabilities)2020-12-31$128,822,765
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$117,650,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$117,002,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$106,158,167
Interest on participant loans2020-12-31$123,105
Interest earned on other investments2020-12-31$281,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,248,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,673,200
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$561,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,976,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,128,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,676,617
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31S. PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm EIN2020-12-31560731565
2019 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$28,154,978
Total income from all sources (including contributions)2019-12-31$28,154,978
Total of all expenses incurred2019-12-31$9,763,055
Total of all expenses incurred2019-12-31$9,763,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,329,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,329,392
Expenses. Certain deemed distributions of participant loans2019-12-31$65,841
Expenses. Certain deemed distributions of participant loans2019-12-31$65,841
Value of total corrective distributions2019-12-31$11,586
Value of total corrective distributions2019-12-31$11,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,767,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,767,480
Value of total assets at end of year2019-12-31$117,650,315
Value of total assets at end of year2019-12-31$117,650,315
Value of total assets at beginning of year2019-12-31$99,258,392
Value of total assets at beginning of year2019-12-31$99,258,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$356,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$356,236
Total interest from all sources2019-12-31$355,687
Total interest from all sources2019-12-31$355,687
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,549,507
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,549,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,549,507
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,549,507
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,308,872
Contributions received from participants2019-12-31$6,308,872
Participant contributions at end of year2019-12-31$1,818,948
Participant contributions at end of year2019-12-31$1,818,948
Participant contributions at beginning of year2019-12-31$1,702,086
Participant contributions at beginning of year2019-12-31$1,702,086
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$217,411
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$217,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,391,923
Value of net income/loss2019-12-31$18,391,923
Value of net assets at end of year (total assets less liabilities)2019-12-31$117,650,315
Value of net assets at end of year (total assets less liabilities)2019-12-31$117,650,315
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$99,258,392
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$99,258,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$106,158,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$106,158,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$87,387,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$87,387,060
Interest on participant loans2019-12-31$81,547
Interest on participant loans2019-12-31$81,547
Interest earned on other investments2019-12-31$274,140
Interest earned on other investments2019-12-31$274,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,673,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,673,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,169,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,169,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,482,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,482,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,241,197
Contributions received in cash from employer2019-12-31$2,241,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,329,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,329,392
Contract administrator fees2019-12-31$356,236
Contract administrator fees2019-12-31$356,236
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31S. PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm name2019-12-31S. PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm EIN2019-12-31560731565
Accountancy firm EIN2019-12-31560731565
2018 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$4,655,686
Total of all expenses incurred2018-12-31$9,225,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,839,199
Expenses. Certain deemed distributions of participant loans2018-12-31$43,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,643,038
Value of total assets at end of year2018-12-31$99,258,392
Value of total assets at beginning of year2018-12-31$103,827,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$342,590
Total interest from all sources2018-12-31$367,838
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,905,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,905,844
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,467,627
Participant contributions at end of year2018-12-31$1,702,086
Participant contributions at beginning of year2018-12-31$1,887,098
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$112,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,569,572
Value of net assets at end of year (total assets less liabilities)2018-12-31$99,258,392
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$103,827,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$87,387,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$91,847,495
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$78,355
Interest earned on other investments2018-12-31$289,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,169,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,093,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,261,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,063,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,839,199
Contract administrator fees2018-12-31$342,590
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31S. PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm EIN2018-12-31560731565
2017 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$22,940,941
Total of all expenses incurred2017-12-31$7,076,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,750,131
Expenses. Certain deemed distributions of participant loans2017-12-31$49,692
Value of total corrective distributions2017-12-31$1,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,735,590
Value of total assets at end of year2017-12-31$103,827,964
Value of total assets at beginning of year2017-12-31$87,964,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$275,812
Total interest from all sources2017-12-31$349,482
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,890,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,890,672
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,475,750
Participant contributions at end of year2017-12-31$1,887,098
Participant contributions at beginning of year2017-12-31$1,708,905
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$403,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,863,948
Value of net assets at end of year (total assets less liabilities)2017-12-31$103,827,964
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$87,964,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$91,847,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$76,347,448
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$72,544
Interest earned on other investments2017-12-31$276,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,093,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,907,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,965,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,856,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,750,131
Contract administrator fees2017-12-31$275,812
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31S. PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm EIN2017-12-31560731565
2016 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,390,802
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,246,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,915,825
Expenses. Certain deemed distributions of participant loans2016-12-31$49,211
Value of total corrective distributions2016-12-31$27,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,992,667
Value of total assets at end of year2016-12-31$87,964,016
Value of total assets at beginning of year2016-12-31$77,819,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$254,328
Total interest from all sources2016-12-31$322,351
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,780,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,780,256
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,531,748
Participant contributions at end of year2016-12-31$1,708,905
Participant contributions at beginning of year2016-12-31$1,386,485
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$300,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$10,144,073
Value of net assets at end of year (total assets less liabilities)2016-12-31$87,964,016
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$77,819,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$76,347,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$66,983,259
Interest on participant loans2016-12-31$54,563
Interest earned on other investments2016-12-31$267,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,907,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,450,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,295,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,160,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,915,825
Contract administrator fees2016-12-31$254,328
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31S. PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm EIN2016-12-31560731565
2015 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,389,480
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,880,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,462,997
Expenses. Certain deemed distributions of participant loans2015-12-31$104,097
Value of total corrective distributions2015-12-31$57,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,369,062
Value of total assets at end of year2015-12-31$77,819,943
Value of total assets at beginning of year2015-12-31$75,310,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$256,183
Total interest from all sources2015-12-31$319,369
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,138,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,108,062
Participant contributions at end of year2015-12-31$1,386,485
Participant contributions at beginning of year2015-12-31$1,172,852
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$143,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,509,014
Value of net assets at end of year (total assets less liabilities)2015-12-31$77,819,943
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$75,310,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$66,983,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$64,185,305
Interest on participant loans2015-12-31$50,338
Interest earned on other investments2015-12-31$269,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,450,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,952,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,437,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,117,444
Income. Dividends from common stock2015-12-31$2,138,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,462,997
Contract administrator fees2015-12-31$256,183
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31S. PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm EIN2015-12-31560731565
2014 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$13,984,491
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,208,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,844,772
Expenses. Certain deemed distributions of participant loans2014-12-31$114,928
Value of total corrective distributions2014-12-31$40,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,231,882
Value of total assets at end of year2014-12-31$75,310,929
Value of total assets at beginning of year2014-12-31$67,535,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$208,558
Total interest from all sources2014-12-31$327,004
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,671,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,671,270
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,653,600
Participant contributions at end of year2014-12-31$1,172,852
Participant contributions at beginning of year2014-12-31$1,036,267
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$465,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,775,820
Value of net assets at end of year (total assets less liabilities)2014-12-31$75,310,929
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$67,535,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$64,185,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$56,311,345
Interest on participant loans2014-12-31$43,607
Interest earned on other investments2014-12-31$283,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,952,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,187,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,754,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,112,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,844,772
Contract administrator fees2014-12-31$208,558
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31S. PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm EIN2014-12-31560731565
2013 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$19,239,378
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,458,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,132,445
Expenses. Certain deemed distributions of participant loans2013-12-31$125,197
Value of total corrective distributions2013-12-31$29,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,487,995
Value of total assets at end of year2013-12-31$67,535,109
Value of total assets at beginning of year2013-12-31$52,754,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$171,367
Total interest from all sources2013-12-31$310,449
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$846,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$846,675
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,798,110
Participant contributions at end of year2013-12-31$1,036,267
Participant contributions at beginning of year2013-12-31$789,266
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$837,738
Administrative expenses (other) incurred2013-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,781,068
Value of net assets at end of year (total assets less liabilities)2013-12-31$67,535,109
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$52,754,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$56,311,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$41,738,689
Interest on participant loans2013-12-31$30,497
Interest earned on other investments2013-12-31$279,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,187,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,226,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,594,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,852,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,132,445
Contract administrator fees2013-12-31$171,348
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31S.PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm EIN2013-12-31560731565
2012 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$13,853,402
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,282,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,978,164
Expenses. Certain deemed distributions of participant loans2012-12-31$135,548
Value of total corrective distributions2012-12-31$28,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,253,324
Value of total assets at end of year2012-12-31$52,754,041
Value of total assets at beginning of year2012-12-31$42,183,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$140,478
Total interest from all sources2012-12-31$314,437
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$448,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$448,228
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,167,650
Participant contributions at end of year2012-12-31$789,266
Participant contributions at beginning of year2012-12-31$649,571
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$177,829
Administrative expenses (other) incurred2012-12-31$21,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,570,474
Value of net assets at end of year (total assets less liabilities)2012-12-31$52,754,041
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$42,183,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$41,738,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,290,985
Interest on participant loans2012-12-31$25,319
Interest earned on other investments2012-12-31$289,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,226,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,243,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,837,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,907,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,978,164
Contract administrator fees2012-12-31$118,791
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31S. PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm EIN2012-12-31560731565
2011 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$7,749,679
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,128,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,881,954
Expenses. Certain deemed distributions of participant loans2011-12-31$141,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,082,319
Value of total assets at end of year2011-12-31$42,183,567
Value of total assets at beginning of year2011-12-31$37,562,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$104,520
Total interest from all sources2011-12-31$342,174
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$246,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$246,025
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,382,748
Participant contributions at end of year2011-12-31$649,571
Participant contributions at beginning of year2011-12-31$557,661
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$183,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,621,535
Value of net assets at end of year (total assets less liabilities)2011-12-31$42,183,567
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$37,562,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$31,290,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,672,474
Interest on participant loans2011-12-31$21,545
Interest earned on other investments2011-12-31$320,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,243,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,331,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-920,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,516,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,881,954
Contract administrator fees2011-12-31$104,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31S. PRESTON DOUGLAS & ASSOCIATES LLP
Accountancy firm EIN2011-12-31560731535
2010 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,102,402
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,417,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,142,494
Expenses. Certain deemed distributions of participant loans2010-12-31$225,424
Value of total corrective distributions2010-12-31$1,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,904,908
Value of total assets at end of year2010-12-31$37,562,032
Value of total assets at beginning of year2010-12-31$30,877,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$47,735
Total interest from all sources2010-12-31$375,765
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$105,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$105,705
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,651,780
Participant contributions at end of year2010-12-31$557,661
Participant contributions at beginning of year2010-12-31$621,267
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$197,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,684,905
Value of net assets at end of year (total assets less liabilities)2010-12-31$37,562,032
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,877,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$26,672,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,349,371
Interest on participant loans2010-12-31$31,989
Interest earned on other investments2010-12-31$343,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,331,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,906,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,716,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,055,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,142,494
Contract administrator fees2010-12-31$47,735
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31S.PRESTON DOUGLAS & ASSOCIATES, LLP
Accountancy firm EIN2010-12-31560731535
2009 : SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUTHEASTERN REGIONAL MEDICAL CENTER TAX-DEFERRED SAVINGS PLAN

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

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48181
Policy instance 1
Insurance contract or identification number48181
Number of Individuals Covered985
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,514
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $905
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48181
Policy instance 1
Insurance contract or identification number48181
Number of Individuals Covered1059
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,046
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,199
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48181
Policy instance 1
Insurance contract or identification number48181
Number of Individuals Covered1125
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,197
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $974
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48181
Policy instance 1
Insurance contract or identification number48181
Number of Individuals Covered1174
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,976
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $854
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48181
Policy instance 1
Insurance contract or identification number48181
Number of Individuals Covered1304
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,760
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $779
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48181
Policy instance 1
Insurance contract or identification number48181
Number of Individuals Covered1376
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $270
Insurance broker organization code?3
Insurance broker nameOVERCASH, COREY L
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48181
Policy instance 1
Insurance contract or identification number48181
Number of Individuals Covered1517
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $975
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $403
Insurance broker organization code?3
Insurance broker nameWILLIAMS, WILLIAM G
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48181
Policy instance 1
Insurance contract or identification number48181
Number of Individuals Covered1610
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,876
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $723
Insurance broker organization code?3
Insurance broker nameENGLAND JR., CLIFFORD N
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48181
Policy instance 1
Insurance contract or identification number48181
Number of Individuals Covered1695
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,470
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $968
Insurance broker organization code?3
Insurance broker nameJENKINS, ROBERT T
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48181
Policy instance 1
Insurance contract or identification number48181
Number of Individuals Covered1796
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,234
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $584
Insurance broker organization code?3
Insurance broker nameJENKINS, ROBERT T
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48181
Policy instance 1
Insurance contract or identification number48181
Number of Individuals Covered1905
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,510
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48181
Policy instance 1
Insurance contract or identification number48181
Number of Individuals Covered2024
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,639
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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